Provider Groups

Provider groups give a practice more flexibility in scheduling appointments by allowing an appointment search to cover more than one provider.This offers more appointment opportunities for patients that do not have a preference for a particular provider.

Launch the Provider Group Setup window by navigating to Setup > Providers > Provider Groups.

Edit Provider Groups: The Provider Group may be edited at any time from the Provider Group Setup window.

To edit the Provider Group:

  1. Select the desired group from the list on the left side.
  2. Click the Edit button.
  3. Make any edits, additions, or deletions as desired.
  4. Update the Group Code or Group Name as desired.

To add a provider:

  1. Click the Add Provider button.
  2. Locate the desired provider using the search tool.
  3. Select the desired provider and click the Add to Group button.

To remove a provider:

  1. Select the desired provider by placing a check mark beside their name.
  2. Click the Remove button.
  3. Click the Save button when complete.

Set Up Provider Groups

Provider groups are established for each office; however, a provider may be represented in multiple groups within or across offices.

To setup a Provider Group:

  1. Select the desired office from the list on the left side.
  2. Click the Add Group button.

  3. Type the Group Code - serves as an identifier for the group (6 characters).
  4. Type the Group Name -serves to describe the group (50 characters).

  5. Click the Add Provider button.
  6. Locate the desired provider using the search tool.
  7. Select the desired provider.
  8. Click the Add to Group button.

  9. Repeat steps 5 to 8 for all the desired providers.
  10. Click the Save button when complete.
  11. Once added, the provider group will be displayed under its associated office. Click the + icon to expand the list).
  12. Click the provider's name for a pop-up of the details of the provider and office.

Edit Provider Groups

The Provider Group may be edited at any time from the Provider Group Setup Window.

To edit the Provider Group:
  1. Select the desired group from the list on the left side.
  2. Click the Edit button.
  3. Make any edits, additions or deletions as desired.
  4. Update the Group Code or Group Name as desired.

    To add a provider:

    1. Click the Add Provider button.
    2. Locate the desired provider using the search tool.
    3. Select the desired provider and click the Add to Group button.

    To remove a provider:

    1. Select the desired provider by placing a check mark beside their name.
    2. Click the Remove button.
    3. Click the Save button when complete.