Add a Provider

When you add a provider, the system will walk you through the six steps involved.

To create a new provider:

1. From the Setup menu, select Providers > Provider Setup.
2. Click Add New Provider.
3. Complete the information for each of the six steps as appropriate using the following topics as a reference:
   • Add Provider Info
   • Add Insurance Provider IDs
   • Add Offices Where Provider Works
   • Add Routing Slip Customizations
   • Add Chart Perio Preferences
   • Add Patient Referral Preferences
4. Click Save.