• In the main menu, click on the QuickLinks text, located at the top of the screen. 
• Select the Settings option. 
• Then, click on the General button and select the Staff & Providers button.

A través de "QuickLinks"

• In the main menu, click on the QuickLinks text, located at the top of the screen. 
• Then select the Staff and Providers option.  

Sections 

Buttons

• Clinical Groups: When pressed, it allows you to configure the groups to be used in the clinical evaluation. 

• Copy Clinical Evaluation: When pressed, it allows you to copy evaluations from one supplier to another or from one group to another. 

• Import / Export Options: 
  • Choose File: Allows you to save the options in a file. 
  • Save as File: Allows you to export the progress note options of the selected supplier. 
  • (Clinical Groups) Save As File: Allows to export the options of the progress note of clinical groups. 
  • Upload to EHRez Cloud: Allows you to upload the selected provider's configuration to the EHRez cloud. 
  • Cloud Available Items: Permite seleccionar, la configuración disponible de los proveedores.

• P.N. Settings: When pressed, it displays the Progress Notes Templates Settings screen, to configure the Templates of the progress notes. This screen allows you to configure the following: 

• Description of the sections of the progress note.
• Order in which you want to print these sections within the report.
• Configuration by gender, age, group type and priority scale of the progress note. 
• Order Sets. 
• Procedure and diagnosis codes.

• Close P.N. Code Settings: Pressing it will display the screen that allows you to configure the frequent codes used when closing the progress note of the provider selected in the table.

• Order Settings: When pressed, the screen appears, where you can select the users that the provider selected in the table authorizes to create orders.

• New: (Note: Before creating the provider, the user corresponding to the provider to be created must be created).

• Edit: Pressing allows you to edit the provider, which is selected in the table.
• Previous: Pressing will close the screen. 

Tabla: Section where all the providers of the office are displayed. Active providers will be identified with and inactive providers will be identified with. Press the icon to change the status.

• Name: Displays the name of the emergency room clinical staff. 
• Type: Displays the type of clinical staff to which they belong. 
• NPI: Displays the NPI (National Provider Identifier) number. 
• Specialty: Displays the specialty of the clinical staff. 
• EPCS: Identifies whether the provider sends electronic prescriptions for controlled medications. 
• Enabled: Identifies whether the clinical staff is active or inactive. 

Edit Screen

Screen where the supplier information is added or edited.

Buttons

• Save: Saves the changes on screen.
• Cancel: Closes the screen, without making any changes.
• Physician: Select, if the user is a provider.
• Non-Physician: Select, if it is another type of user, such as a nurse or administrative personnel. 
• Group: Select, if it will be under the group category.

Information

• User: Allows you to select the user corresponding to the provider you are registering.
• Primary Specialty: Allows you to select the provider's primary specialty. 
• Secondary Specialty: Allows you to select the supplier's secondary specialty.

Identifications

• NPI: The National Provider Identifier is registered.
• Title: Provider's title.
• Subtitle: Other provider's subtitle. What is written in this field will be displayed next to the provider's specialty. 

• Signature Title:The title of the firm is entered. What is written in this field will be displayed next to the provider's name. 

• Print Alias: The name, known as Alias, is registered.
• Signature Pre titile: The title before the signature is recorded. What is written in this field will be displayed before the name in the supplier's progress note signature. 

• Copy selected credentials to all offices (Botón): Pressing this button will copy the user's credentials to all offices. 

General Options

• Use Quick P.N.: Selecting this option allows the provider to use the Quick Progress Note.
• Accepts assignment: Selecting this option allows the supplier to accept assignments.
• Accepts appointments: Selecting this option means that the provider accepts appointments to be attended by him.
• Accepts new patients in PP: By selecting this option, you can accept new patients from the provider from the patient portal, as long as they have had an interaction with the provider, either by a message or appointments, meaning past and confirmed appointments, not cancelled appointments. 
• Accepts Referrals: Selecting this option allows the provider to accept referrals.
• Has Signature on File: Selecting this option indicates that the user has his/her signature registered in the system.
  
• Print orders with office info: Selecting this option allows you to display the facility information printed on the progress note of the provider being in any facility or emergency room. 
• View assigned patients only: Selecting this option allows the provider to see only the patients assigned to him/her.
• Use Groups Frequent Codes: Selecting this option allows the provider to use frequent group codes.
• Use progress note group settings: Selecting this option allows the supplier to use the progress note configuration of the groups. 
• Use Group Clinical Evaluation: Allows the provider to select the group clinical evaluation. 

Billing Options

• Billing Copay Setup: 
  • Generalist: Generalist co-payment configuration. 
  • Specialist: Specialist co-payment configuration. 
  • Sub-Specialist: Sub-specialist co-payment configuration. 
  • External ID: Identification number, for an external system, used by a provider. 
  • Use progress note group settings: If this option is selected, it means that the user will use the group progress notes configuration.

Tabla (Centro)

• Office: The offices will be displayed.
• Medical License: The state medical license is registered.
• Narcotics License: State narcotics license is registered.
• DEA Number: The DEA Registration Number is registered.
• SSN: The Social Security Number is registered.
• ETIN: The Electronic Transmitter Identification Number is registered.
• NADEAN Number: This number is recorded for certain controlled drugs, which in addition to the DEA number, require this number for the prescription to be filled.  
• e-Prescribing: Identifies whether the provider is registered to send electronic prescriptions. 

User

• Name: Display the user's name.
• Username: Displays the username, used by the provider, to log into the system.
• Groups: Displays the group, to which the provider belongs.
• Status: Identifies whether the user is activeor, inactive. Click on the icon to change the status.

Addresses 

• Physical: The physical address of the provider is recorded.
• Postal: The postal address of the provider is recorded (The postal address should not be a P.O. Box).