Scheduling Provider Maintenance

Use Scheduling Provider Maintenance to maintain provider information used during appointment scheduling and on scheduling reports.  You can maintain their specialty, insurance policy number, malpractice limits, license numbers, and expiration dates.

Tip:  For more information about working with data in fields, see Data Entry Guidelines.

Directions:

To see directions for...

• Opening Scheduling Provider Maintenance, click More.

   

  • Or, click File Maintenance from the Menu Bar, and next click Scheduling Maintenance; then click Provider.

  • Or, use the keyboard shortcut:  [ALT] [M] [p].

   

• Creating a new Scheduling Provider, click More.

   

  To create a new record choose one of these methods:

  • Enter the new Provider Code and click Retrieve , or press [ENTER] if the button is in focus.
    Keyboard shortcut:  [ALT + t]

  • Or, enter the new Provider Code and click File from the Menu Bar; next click New.
    Keyboard shortcut:  [ALT] [f] [n]

  Tip:  To indicate that you are building a new Scheduling Provider, New  displays near the Provider Code.  Default entries display and the first field is highlighted to let you know you can begin entering information.

  Scheduling Provider Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Provider Code	Enter the unique code to be assigned to the scheduling provider. (up to 4 characters) Required.
  	To update the new or changed information, click Save or press [ENTER] if the button is in focus. Keyboard shortcut:  [ALT + s]
  	CAUTION To avoid losing data, you must save new or changed records.
  	To view all of the existing Scheduling Providers, click Search.  From the Search list you can select the record to change or delete. Keyboard shortcut:  [ALT + r]
  	To display an existing Scheduling Provider, enter the Provider Code and click Retrieve, or press [ENTER] if the button is in focus. Keyboard shortcut:  [ALT + t]
  Provider Name	Enter the full professional name of the scheduling provider. (up to 40 characters)
  Alternate Name	Enter an abbreviated name for the scheduling provider. (up to 8 characters)
  Specialty ID	Enter the predefined Specialty Code that describes the provider's services. (up to 3 characters) Required Notes: To search for a Specialty Code, click Search or press [CTRL + f]. To create a new Specialty Code, click Fast Maintenance or press [CTRL + o].
  Linear Override?	Leave blank.  This field is reserved for future use.
  Insurance Policy Number	Enter the provider's malpractice insurance policy number, if applicable. (up to 25 characters)
  Insurance Expiration Date	Enter the provider's malpractice insurance policy expiration date, if applicable. [mm/dd/yyyy, slashes (/) not necessary]
  Malpractice $$ Limit	Enter the dollar limit of malpractice insurance coverage the provider has, if applicable. (8.2 numeric)
  Provider License Number	Enter the scheduling provider's license number to practice in their respective state, if applicable. (up to 25 characters)
  License Expiration Date	Enter the date the scheduling provider's state license expires, if applicable. [mm/dd/yyyy, slashes (/) not necessary]
  Office Contact Person	Enter the name of the office staff that is responsible for formatting the provider's schedule, if applicable. (up to 30 characters)
  PE Provider ID	Enter the billing predefined Provider Code to be assigned to the scheduling provider, if applicable. (up to 4 characters) Notes: To search for a Provider Code, click Search or press [CTRL + f]. To create a new Provider Code, click Fast Maintenance or press [CTRL + o].
  Color	To assign a display color to the scheduling provider, click a choice in the drop-down list.
  Availability Generated To	Displays the latest date the provider is available to in the schedule.   Note:  INSight automatically maintains this field.
  Availability Purged To	Displays the date the provider's schedule has been purged.  The provider will not have any scheduling information available from this date back.   Note:  INSight automatically maintains this field.

   

• Editing an existing Scheduling Provider, click More.

   

  CAUTION:  To avoid losing data, you must save new or changed records.

  1.  To display the record to be changed, enter the Provider Code and click Retrieve , or press [ENTER] if the button is in focus.
  Keyboard shortcut:  [ALT + t]
  
  Tip:  If you do not know the Provider Code, you can click Search  to see a list of Scheduling Providers.

  2.  To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3.  Enter the data changes.

  4.  To complete the edit process, click Save , or press [ENTER] if the button is in focus.
  Keyboard shortcut:  [ALT + s]

   

• Deleting an existing Scheduling Provider, click More.

   

  1.  To display the record to be deleted, enter the Provider Code and click Retrieve , or press [ENTER] if the button is in focus.
  Keyboard shortcut:  [ALT + t]
  Tip:  If you do not know the Provider Code, you can click Search  to see a list of Scheduling Providers.

  2.  Click File from the Menu Bar, and next click Delete.
  Keyboard shortcut:  [ALT] [f] [d]

  3.  At the Delete Records prompt, click Proceed to delete the record, or click Cancel to escape from the delete routine.
  
  Example:
  
  
  
  Note:  After you click Proceed, you will see the following message on the Status Bar.