Provider Maintenance

Use Provider Maintenance to maintain provider information for each provider in your practice.  Using this maintenance you can build the provider’s basic demographic information, as well as, their preferences and default templates for complaints, diagnoses, exams, medications, surveys, treatments, assessment, plan, and follow-up.  The default templates allow the provider to quickly and easily enter patient encounter information.

Notes:   

• To assign a provider color, click Colors in the Provider Menu Tree.

• To quickly access other relevant maintenance routines, click the appropriate choice in the Provider Menu Tree.

• For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To see directions for...

• Opening Provider Setup, click More.

   

  1.  Click Setup from the Desktop.

  2.  Click Providers from the Setup menu.

   

  Provider File Window Example:

  

   

• Creating a New Provider, click More.

   

  To create a new record, click New  from the Toolbar.

  Tip:  To indicate that you are building a new provider, the provider maintenance window clears, the Provider ID is assigned and the template preferences default to STD.

  Provider File Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Provider ID	Displays the unique identifier automatically assigned to the provider.
  Save	CAUTION All entries are automatically saved without further actions.
  	To view all of the existing providers, click List.  From the list you can select the record to change or delete.
  Provider Name	Enter the name of the provider.
  Address1	Enter the first line of the provider's mailing address.
  Address2	Enter the second line of the provider's mailing address.
  City, State	Enter the city portion of the provider's mailing address.
  State	Enter the state portion of the provider's mailing address.
  Zip	Enter the Zip Code for the provider's mailing address.
  Office Phone	Enter the provider's office phone number.
  Home Phone	Enter the provider's home phone number.
  Mobile Phone	Enter the provider's mobile phone number.
  Pager	Enter the pager number for the provider.
  Email Address	Enter the email address for the provider.
  NPI ID	Enter the provider's national provider identifier, which is a standard unique identifier for health care providers and health plans.
  CLIA #	Enter the CLIA number, which is the lab number assigned by the state to the location if blood is processed at the location.
  DEA #	Enter the provider's Drug Enforcement Agency (DEA) number, which a provider must have in order to prescribe drugs for patients.
  State DEA #	Enter the provider's state issued Drug Enforcement Agency number.
  E-Prescription ID	Note: This field is reserved for future use.
  Signature	Displays the provider's electronic signature that is used to electronically sign the patient encounter information. Note:  The provider's signature is set during the installation process.  For more information, contact NDS Technical Support.
  Patient Encounter Preferences
  Eye Health Note:  To quickly access the templates maintenance routines, click the appropriate choice in the Provider Menu Tree.
  Common Complaint Preference	To specify the complaint template for the provider's patient encounters, click a choice in the drop-down list.
  Common HPI Preference	To specify the HPI template for the provider's patient encounters, click a choice in the drop-down list.
  Common Observations Preference	To specify the observations template for the provider's patient encounters, click a choice in the drop-down list.
  PSFH Survey Template Preference	To specify the survey template for the provider's patient encounters, click a choice in the drop-down list.
  Exam Template Preference	To specify the exam template for the provider's patient encounters, click a choice in the drop-down list.
  Diagnosis Template Preference	To specify the diagnosis template for the provider's patient encounters, click a choice in the drop-down list.
  Plan/Followup Template Preference	To specify the assessment plan and follow-up template for the provider's patient encounters, click a choice in the drop-down list.
  Common Meds Preference	To specify the medications for the provider's patient encounters, click a choice in the drop-down list.
  Problem Specific Note:  To quickly access the templates maintenance routines, click the appropriate choice in the Provider Menu Tree.
  Common Complaint Preference	To specify the common complaint template for the provider's problem specific patient encounters, click a choice in the drop-down list.
  Common HPI Preference	To specify the HPI template for the provider's problem specific patient encounters, click a choice in the drop-down list.
  Common Observations Preference	To specify the common observations template for the provider's problem specific patient encounters, click a choice in the drop-down list.
  PFSH Survey Template Preference	To specify the survey template for the provider's problem specific patient encounters, click a choice in the drop-down list.
  Exam Template Preference	To specify the exam template for the provider's problem specific patient encounters, click a choice in the drop-down list.
  Diagnosis Template Preference	To specify the diagnosis template for the provider's problem specific patient encounters, click a choice in the drop-down list.
  Plan/Followup Template Preference	To specify the assessment plan and follow-up template for the provider's problem specific patient encounters, click a choice in the drop-down list.
  Common Meds Preference	To specify the medications for the provider's problem specific patient encounters, click a choice in the drop-down list.
  Favorite Email Addresses	Note: These fields is reserved for future use.  Please leave blank.
  Favorite Tools URL	Note: This field is reserved for future use.  Please leave blank.
  	To return back to the Setup menu, click Back To Setup.

   

• Editing an Existing Provider, click More.

   

  CAUTION:  To avoid losing data, you must save new or changed records.

  1.  To display the record to be changed, enter the Provider ID and press [TAB].
  Tip:  If you do not know the Provider ID, you can click List  to see a list of Providers.

  2.  To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3.  Enter the data changes.

  4.  To complete the edit process, click in any white space in the window.

   

• Deleting an Existing Provider, click More.

   

  1.  To display the record to be deleted, enter the Provider ID and press [TAB].
  Tip:  If you do not know the Provider ID, you can click List  to see a list of Providers.

  2.  Click Delete from the Toolbar.

  3.  At the Delete Records prompt, click Delete to delete the record, or click Cancel to escape from the delete routine.

  Example:

  

   

  Note: After you click Delete, the record is deleted.