Adding a Provider

Access the Providers Dashboard 

• Click on Providers on the left-hand side of the screen. 

Open Actions 

• Click the Actions button on the right-hand side of the screen. 
• A dropdown menu will appear with several options. 
• Select Add Provider or Import CSV to add a new provider. 

There are 3 ways a provider can be added: 

• Add Provider: NPI Lookup - pulls provider data from the NPPES NPI Registry 

• Add Provider: Single data entry- for adding individual providers without using the NPI number lookup. 

• Import CSV: Importing a CSV list of providers.  Once uploaded, specific provider fields with columns in the csv can be mapped.  

Entering Provider Information 

There are 3 sections to fill out when adding or editing a provider. 

• Demographics: 
  • This section includes general provider information, such as: 

• • First Name 

• • Last Name 

• • Email 

• • Industry-specific details (e.g., NPI and Taxonomy) 
    • Note: Only the First Name, Last Name, and Email are required to get started but SSN and DOB will be needed for verifications in the system (OIG, etc.). 

• Additional Information: 
  • This section includes: 

• • Role 

• • Affiliation 

• • Specialty 
• Additional Contact: 
  • Enter one additional contact including their name, email and phone number.