Adding Providers To Clinics

Adding Provider to Clinics 

“Follow Adding Clinic to Users FIRST”

1. Click on view in taskbar
2. Select Clinic the Provider is needing Access to. Then click on okay or double click.

1. Click on Setup in taskbar then Provider Setup.
   1. Click on “Add Provider”

1. Type Providers initials in id box and then >>
   1. Name should appear in the box below
   2. Once the name appears,  Select the provider. click on “Add Provider(s) to Selected List”
   3. Select “OK”

1. Select the Providerthe setup list.
   1. Select “Setup”

1. Once found, highlight provider then select “Add to Selected Providers”
   1. Then click “OK” OK, OK.
      
      
      

1. See Document for updating views
   1. “Updating Users View”

Updating Users View

1. Open appointment book

1. Click on view in taskbar
2. Click on “Manage Views”

1. Click on “Select” to choose the User.

1. Type “enterprise” in the ProviderID box, then hit Enter to pull in the enterprise account.
   1. Hit OK

1. Select all clinics (crtl +a) in top box (Orange arrow) then select all clinics (ctrl +a) in the “Available Views” (green arrow)
   1. MAKE SURE TO EXCLUDE CENTRAL , CTRL-Left click mouse
   2. Then select top carrot “>”
   3. Then select “Copy to other users”

1. Find User. Highlight the user and Then select top carrot “>”, then hit copy.
   1. Patient Concierge “fd_XXX”
   2. Dental Assistant (DA) “da_XXX”
   3. TC (Treatment Coordinator) “cm_XXX or om_XXX”
   4. GM (General Manager) “cm_XXX”
   5. Insurance Dept. “in_XXX”
   6. Finance “fn_XXX”
   7. Viewgol “vg _XXXX”
   8. iSpace “is_XXXX”

1. Click “Overwrite All” then hit continue.

1. Confirmation. If error occurs send message to slack.