Complete Provider User Account Shell
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Updated: 12/17/2024 | Views: 568
Provider user accounts are automatically created as a shell upon signup. The provider shell includes the license type and product module(s) according to the contract for System Administrators to create the provider's user account.
Before completing the shell, be sure to have the provider's full name, their National Provider Identifier (NPI), valid email address, and valid phone number on hand. Once created, the system will automatically send an email to the provider with their username and login instructions. New users are prompted to create a new password upon the first login.
When applicable, System Administrators can claim a provider shell using an existing non-provider user account. This will merge the two user accounts and populate the provider shell with the details of the non-provider user.
Important Note: System Administrators must complete all provider shells before they can add additional providers to practice. The option to create a new Provider will be disabled until all provider shells are completed.
Access Provider Shell
- Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
- Click User Settings. The User Settings page opens.
- Click Complete Profile. The Edit Provider page opens.
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Complete Provider Shell
- By default, the Product module(s) are selected according to the signed contract.
- If applicable, select an existing non-provider user account to claim the provider shell.
Note: This will merge the two user accounts and populate the provider shell with the details of the non-provider user.
- Enter the following account information for the provider:
- Individual NPI: Enter the provider's 10-digit NPI number and click Look up to auto-populate additional account details.
- Specialty: If applicable, click to select a different specialty.
- Name: Enter the provider's name.
- Credentials: Enter the provider's credentials (e.g., MD).
- Social Security Number: If applicable, enter the provider's Social Security Number for claims billing.
Note: This field only displays when "Billing" is selected as a Product.
- E-mail: Enter the provider's email address.
Note: Do not use a staff member's email address for providers.
- Phone: Enter a contact phone number.
- Password: Enter a temporary password that the provider can change.
- Roles: If applicable, click to select additional Roles for the provider.
- Click Learn More to view descriptions and permissions.
- Additional Options:
- To allow the provider to give themselves or other staff members administrator permission in the event of an emergency, click to select "Allow emergency access for (Practice)".
- To allow prescribers to select this provider as a supervising provider on ePrescriptions, click to select "Enable Supervising Provider for Prescribing".
Note: This option is enabled for eRx enrolled providers only.
- Practice Access: If applicable, click the drop-down to assign the user access to additional practice(s) in the account.
Note: System Administrators can only grant users Practice Access to practices they themselves can access.
- If desired, upload a photo of the provider. Drag and drop an image or click browse to search for a photo.
- Click Save when finished.
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Claim Provider Shell
Claiming a provider shell is not required to complete the provider user account setup. If a provider shell is claimed, the details of the non-provider user (e.g., user name, email address, roles, etc.) will merge into the provider shell.
- Select an active non-provider user from the drop-down list. The non-provider user details populates.
Note: The claim option only displays when editing a provider shell and there are existing non-provider user accounts in the practice.
- Continue to edit and/or populate all applicable fields.
- Click Claim This Account when finished.
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