Provider Manager

Accessing Provider Manager

Accessing Provider Manager

To open Provider Manager, click Tools in the menu bar and select Provider Manager.

General Tab

General Tab

The General tab will display the providers demographic information including  Name, Address, Contact information (phone, fax and email address) and Phyiscian numbers (DEA, NPI, State ID, UPIN)

If the provider displayed is a supervising clinician in the practice, a check needs to be placed in the box next to Is Supervisor. For more information on Is Supervisor, see: Co-Signatures

After making any changes, click Update at the bottom of the window.

Adding a Provider

Adding a Provider

The Provider Manager can also be used to add new providers and edit existing providers. When you first purchase SOAPware, the licenses you purchase will be entered for you as a part of the setup. However, if you add additional providers at a later date, you will need to use provider manager to add these providers.

Click the Add Provider button.

Site Administration

Site Administration

Fill in the required information for that provider (a license must be available for the provider to be added).

Assign Licenses

Assign Licenses

Assign the licenses.

Save and Close

Save and Close

Click Save & Close.

Download New Provider

Download New Provider

Click the Download Providers button to add the new provider information from Site Administration to your local network.

Misc Tab

Misc Tab

The Misc tab will display the Associated User which inculdes the LoginID and Providers name.

The Group option is for Insurance billing purposes. Prior to assigning this Provider to a group, the Add Groups/Billing Information must be completed.

1. When a provider is associated with a Group and the Group is contracted with Insurance Carriers/Payers as the Billing/Pay To source:

Using the drop down arrow, Click the Group with which the Provider is associated. The group name will populate the field and link the active provider to that group.

2. If a provider is not associated with a Group:

Using the drop down arrow, Click the Provider's name in the drop down list. For more information on setting up groups, see: Set Up Groups

After making any changes, click Update at the bottom of the window.

NOTE: All services rendered by this clinician will be paid to the individual or group selected here by all Payers.

Codes Tab

Codes Tab

The Codes Tab in Provider Manager allows you to set default menu items for the Objective field menu, a default follow up statement for your encounter note,  as well as giving you the option to have the provider's name appear in every new encounter that is created.

By typing in the SMARText code for the common exams that you use, they will appear as selections in the Objective field menu.

After making any changes, click Update at the bottom of the window.

Signature Tab

Signature Tab

1. Click on the Select Image button.

2. Once the image has been located, double click to insert.

3. The image will not immediately be in view. Click on the button with the "-" sign repeated to resize the image and bring it into view.  Note that the size percentage changes as the image is resized.

4. To save, Click the Update Button in the lower right hand corner.

To remove the image, simply Click on the Clear button.

Signatures & Document Design

Signatures & Document Design

To insert a physician's signature on a document design, click Data Items > Misc. Data Items > Clinician > Signature

For more information on using Document Designer, see: About Document Designer

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