Add a New Provider in ChartMaker® Practice Manager

Use the following steps to create and configure a new Provider record.

 

 

  1. Click Administration > Practice Tables > Provider.
     

  2. In the IH Code field, enter the Provider code (i.e., abbreviation) for the Provider you are adding.
     

  3. Enter the Tax ID, License Number, UPIN, Taxonomy Code, Degree, Primary Specialization, and National Provider Identifier for the Provider in the corresponding fields.
     

  4. Check the Schedule overbooking requires approval and Cannot Bill For Services options when applicable.
     

  5. Enter the Name, Address, Zip Code, City, State, Phone Number, and Fax Number for the Provider in the corresponding fields.
     

  6. Add any Notes or Billing IDs for the Provider as needed.
     

  7. Add any other Provider information as needed.
     

  8. Click the Save button.