Setting Up Providers and Staff
If you select Provider in the Biographical section, the Provider Info tab is activated. On the Provider Info tab, you can add detailed information about a provider, such as tax ID information, dental and medical license information, and specialties. Information from this window is used to populate insurance forms, prescriptions, and other forms printed from the software.
To add provider information:
On the Provider Info tab, in the Tax ID and UPIN fields, enter the provider’s ID numbers.
If you want to use the provider’s Social Security number as his employee identification number, select the Print SSN as EIN? checkbox.
In the Medical License, Dental License, and Anesthesia License fields, enter the provider’s license information as needed.
In the Taxonomy Code field, enter the taxonomy code for this provider, if applicable.
In the Specialty field, select the provider’s specialty from the drop-down list.
In the Rx IDs section, enter the prescription ID number for the provider in the Rx ID field, and use the Alternate License field to enter any additional prescription ID number.
Adding IDs for a specific office
Adding IDs for a specific office
Click New in the Rx IDs section. The Provider DEA Data Entry window is displayed.
Select an office from the drop-down list.
Type the DEA number in the DEA Number field.
Use the Alt License field to enter an alternative license number if needed.
Click Ok.
In the NEIC Site IDs section, enter the site identification number in the Default ID field.
Entering an NEIC site ID for a specific office
Entering an NEIC site ID for a specific office
Click New in the NEIC Site IDs section. The Provider Site ID window is displayed.
Select an office from the drop-down list.
Type the ID in the ID field.
Click Ok.
Click Ok.