To add a new provider the specialist will perform the following steps or contact the system administrator to add the new provider.

1. From the menu item, select “Add New Provider”.
   

2. The "Add New Provider" page is displayed.

All times with an * are required fields.

3. Choose the appropriate "Provider Type" from Medical or Allied Health Professional.

4. Choose the appropriate "Provider Status" from Active or Enrollment Portal.  See Setting Up EP Provider for further information on Enrollment Portal providers.

5. Choose the "Employment Status" if necessary.

6. Enter the associate's first and last name in the fields provided. When this is done, a login name is automatically generated based on the name entries. The login name can be changed by retyping a new login name (15 character maximum).

7. Enter a password in the field provided. This password can be changed by the associate by using the "Change Password" function.

8. Retype the password in the confirm password field.

9. Enter the users social security number (dashes are automatically entered).

10. Enter an email for the user.

11. When complete click .

Change Provider Access  

1. From the   menu choose "Administrator Security" from the drop-down menu.
   
    

2. Choose the "Providers" for the source view.

3. If applicable, choose a profile from the drop-down. Predefined profiles are set up for each facility. The system administrator can use predefined profiles to quickly assign privileges to a user or group of users. The profile can be applied and then changes can be made on an individual basis. Users also have the ability to create their own facility specific profiles and save them for future use.
   
    

4. User access will change according to the chosen profile.

5. If necessary, change a provider's access by selecting an option from the drop-down menu for the specific area.

1. In addition to the quick drop-downs, checkboxes accompany each main menu item that can be used to eliminate access to an entire section. The checkboxes are at the top right of the section.

2. Remove the checkbox and each option in the section will be marked "No Access". Each individual item can still be changed but this is a quick way to eliminate access to an entire section.

Re-marking the checkbox WILL NOT automatically change all the drop-downs back to 'Edit'. This functionality was designed to remove section access quickly.

6. After changes are complete, click the button to save the changes to the system. If you created a new profile it will now be available in the profile drop-down.

7. After the provider has been added, the specialist will continue with Adding Personal Data to begin the credentialing process for the new provider.