Setting Up Providers and Employees

To set up staff members:

  1. From the main menu, select Tables > Practice > Providers/Staff Members.

  1. On the Biographical tab, enter information.

  2. In the ID field, enter the doctor’s or staff member’s initials.

  1. In the Type field, select Provider for a doctor or Staff for an employee.

  2. If you are setting up a doctor, on the Provider Information tab, enter information in the following fields:

  1. Tax ID

  2. NPI

  3. Med License

  4. Dental License

  5. RXID (DEA)

  6. Specialty

  1. On the Scheduling tab, select Use Columns Below, click Add, and type the name of the column.

  2. Click Ok.

 

Related Topics

Adding Users

Inactivating Users

Accessing the WinOMS Practice Preferences