How to set up a new provider or nurse? : EHRez Help Center

There are several options for setting up a new provider or nurse.

Before

Before adding a provider or nurse, the provider's user must be created.

Recommended Article: Settings / General / Users

After

Option #1

Go to the Billing screen.
Press the Setting button, located at the top of the screen.
Select the Staff & Providers option.

The following screen will be displayed:

Press the New button, located at the top of the screen.

The following screen will be displayed:

Select the user type: Physician, Non-Physician or Group.
- Note: Select Group for billing purposes.
Select the user to be configured in the Staff / Providers screen. Select the primary and secondary specialty, if any, of the selected provider.

Record the different types of identifications.

If you wish to copy the credentials of the provider being configured to all offices, press the Copy selected credentials to all offices button.

Select the general options, which you want to add to the provider.

Select the Use Quick PN option to be able to use the quick progress note.
Select the Accepts assignment option to include the field when billing.
Select the Accepts appointment option to display the provider's name as an option to create patient appointments.
Select the Accepts new patients in PP option to indicate that you are accepting new patient appointments through the patient portal.
Select the Accepts Referrals option to indicate that the provider accepts referrals.
Select the Has signature on file option to indicate that the provider has his/her signature on file in the system.
Select the option Print Orders with office info, to display the information of the office or center where the provider is attending in the progress note and prescriptions.
Select the Use Groups Frequent Codes option, so that the provider can use the frequent codes by group.
Select the Use Progress Note Group Settings option to allow the provider to use progress note settings by group.
Select the View assigned patients only option to view only the patients assigned to the provider.
Select the group clinical evaluation to use in the Use Groups Clinical Evaluation box. \Enter the billing options.

Check if you have the e-Prescription connection.
Press the Save button to save the changes.

Option #2

Click on the QuickLinks text, located at the top of the screen.
Select the Settings option.

The following screen will be displayed:

Click on the General button and select the Staff & Providers option.

The following screen will be displayed:

Select the user type: Physician, Non-Physician or Group.
- Note: Select Group for billing purposes.
Select the user to be configured in the Staff / Providers screen. Select the primary and secondary specialty, if any, of the selected provider.

Record the different types of identifications.

If you wish to copy the credentials of the provider being configured to all offices, press the Copy selected credentials to all offices button.

Select the general options, which you want to add to the provider.

Select the Use Quick PN option to be able to use the quick progress note.
Select the Accepts assignment option to include the field when billing.
Select the Accepts appointment option to display the provider's name as an option to create patient appointments.
Select the Accepts new patients in PP option to indicate that you are accepting new patient appointments through the patient portal.
Select the Accepts Referrals option to indicate that the provider accepts referrals.
Select the Has signature on file option to indicate that the provider has his/her signature on file in the system.
Select the option Print Orders with office info, to display the information of the office or center where the provider is attending in the progress note and prescriptions.
Select the Use Groups Frequent Codes option, so that the provider can use the frequent codes by group.
Select the Use Progress Note Group Settings option to allow the provider to use progress note settings by group.
Select the View assigned patients only option to view only the patients assigned to the provider.
Select the group clinical evaluation to use in the Use Groups Clinical Evaluation box. \Enter the billing options.

Check if you have the e-Prescription connection.
Press the Save button to save the changes.

Option #3

Click on the QuickLinks text, located at the top of the screen.
Select the Staff and Providers option.

The following screen will be displayed:

Select the user type: Physician, Non-Physician or Group.
- Note: Select Group for billing purposes.
Select the user to be configured in the Staff / Providers screen. Select the primary and secondary specialty, if any, of the selected provider.

Record the different types of identifications.

If you wish to copy the credentials of the provider being configured to all offices, press the Copy selected credentials to all offices button.

Select the general options, which you want to add to the provider.

Select the Use Quick PN option to be able to use the quick progress note.
Select the Accepts assignment option to include the field when billing.
Select the Accepts appointment option to display the provider's name as an option to create patient appointments.
Select the Accepts new patients in PP option to indicate that you are accepting new patient appointments through the patient portal.
Select the Accepts Referrals option to indicate that the provider accepts referrals.
Select the Has signature on file option to indicate that the provider has his/her signature on file in the system.
Select the option Print Orders with office info, to display the information of the office or center where the provider is attending in the progress note and prescriptions.
Select the Use Groups Frequent Codes option, so that the provider can use the frequent codes by group.
Select the Use Progress Note Group Settings option to allow the provider to use progress note settings by group.
Select the View assigned patients only option to view only the patients assigned to the provider.
Select the group clinical evaluation to use in the Use Groups Clinical Evaluation box. \Enter the billing options.

Check if you have the e-Prescription connection.
Press the Save button to save the changes.

Option #4

Press the Settings button in the main menu.

The following screen will be displayed:

Click on the General button and select the Staff & Providers option.

The following screen will be displayed:

Select the user type: Physician, Non-Physician or Group.
- Note: Select Group for billing purposes.
Select the user to be configured in the Staff / Providers screen. Select the primary and secondary specialty, if any, of the selected provider.

Record the different types of identifications.

If you wish to copy the credentials of the provider being configured to all offices, press the Copy selected credentials to all offices button.

Select the general options, which you want to add to the provider.

Select the Use Quick PN option to be able to use the quick progress note.
Select the Accepts assignment option to include the field when billing.
Select the Accepts appointment option to display the provider's name as an option to create patient appointments.
Select the Accepts new patients in PP option to indicate that you are accepting new patient appointments through the patient portal.
Select the Accepts Referrals option to indicate that the provider accepts referrals.
Select the Has signature on file option to indicate that the provider has his/her signature on file in the system.
Select the option Print Orders with office info, to display the information of the office or center where the provider is attending in the progress note and prescriptions.
Select the Use Groups Frequent Codes option, so that the provider can use the frequent codes by group.
Select the Use Progress Note Group Settings option to allow the provider to use progress note settings by group.
Select the View assigned patients only option to view only the patients assigned to the provider.
Select the group clinical evaluation to use in the Use Groups Clinical Evaluation box. \Enter the billing options.

Check if you have the e-Prescription connection.
Press the Save button to save the changes.

How to set up a new provider or nurse?

Modified on: Wed, 29 Jan, 2025 at 2:31 PM