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Managing Providers

Adding a New Provider

  1. adding providersSelect Administration from the admin menu on the home screen, and login
  2. Click the button labeled “New Provider.”
  3. Enter providers’ data in the appropriate fields.
  4. For Non-Participating Medicare Providers, uncheck the “Accept Assignment”
  5. Change the access state of the provider’s permissions by clicking “None” under each column that designates a specific area or function in the program (NOTE: There are 3 access states for each function in the program.)
  6. Change each state with a click of the mouse.
      • “None” state will prevent providers from viewing information in the associated area or function in the program.
      • “View” state allows providers to view the information in the associated area or function in the program but will prevent providers from making changes
      • “Modify” state allows users to view or change the information in the associated area or function in the program.
  7. Click save at the bottom when done

Removing A Provider

  1. Select the provider in the list
  2. Click the button “Delete Provider”
  3. Click Save at the bottom of the window and Close the Window.
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