How to Add Provider Info to an Employee Record

This article will walk you through how to add provider information to an employee record. This typically applies to the payer specific NPI setup where attending information is required for billing purposes.

With the employee record open, click on the Providers tab
Click the Add button
Select the Provider from the drop-down.

Note: provider details must first be entered under the Providers desktop. If the “Is Employee” checkbox is selected at the Provider Information dialogue, the Attending and corresponding Payer information must be added.

Select the Payer from the drop-down.

Helpful Hint: The Taxonomy/NPI information will auto-populate if the Provider information has been setup correctly.

Click Update to save the information

Provider Tab