Add & Manage Physicians

Administrators manage the list of physicians that can be assigned to a patient case as referring physicians and ordering providers. 

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Add and Edit a Physician

1. Click the Admin tab at the top of the screen.
2. Click Basic Setup in the menu on the left.
3. Click Physicians.
   
4. In the lower right, click the + Physician button, or click the name of an existing Physician to edit that Physician.
   
    
5. Fill in the physician's Name and other information.
6. Click the Save Physician button.

   Name: The physician's legal name which will be used on patient documents and claims. Credentials: The physician's credentials (for example, MD). Phone/Fax: The physician's fax number can be selected when faxing documentation or invoices for patients to the physician is linked to. NPI: The physician's National Provider Identifier, which may be used on claims. ID Number: Any other ID the physician may have. Practice: The name of the physician's practice. Address: The address of the physician's practice.

Merge Physicians

1. In the lower right, click the Merge Duplicates buttons.
   
    
2. Search for and select the Physician to Discard and the Physician to Keep.
3. Click the Merge Physicians button.
   
    
4. Enter the text to Confirm.
5. Click the Merge Physicians button.
   

Delete a Physician

You can delete a physician if they are not assigned to any patients.

1. To the right of the physician, click the Delete icon .
   
    
2. Click the Delete Physician button.
   

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