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Adding a New Provider

Updated over a month ago

Adding a New Provider

Overview

Medecision supports three types of providers: practitioners, provider groups, and facilities. Most providers are added through the Provider feed. However, you can add a new provider of one of these types to Aerial to associate the provider to a patient’s care.

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* Access to Care Management or Utilization Management * Permission to create new providers

When you have exhausted all search criteria for a provider and need to add the provider to be able to associate them with a person’s care.

* Be aware of whether your organization permits you to add a new provider. * Exhaust all search options before adding a new provider to the system. * When the provider is received in a data load, any data manually entered that does not match the data in the load is overwritten

Adding a Provider

From any page, click the advanced search icon at the top of the page.

Click **Provider.**

_Alternate_: Select the **Providers** option from the Quick Search bar and click the **Advanced Search** button. You navigate directly to the **Providers** tab.

Click **+ Create Provider**

Select a **Provider Type**. Available options are Practitioner, Provider Group, and Facility. Available fields are based on the selected provider type.

Click the **Auto Assign ID** checkbox.

_Alternate:_ Enter a value in the **ID** field.

An auto-assigned ID begins with the letter T and is followed by numbers. If you choose to auto-assign an ID, the **ID** entry field disables.

For a _Practitioner,_ enter the provider’s **Last name** and **First name**. For a _Provider Group_ or a _Facility,_ enter the organization’s **Name.**

For a _Practitioner,_ select a **Gender.**

_Optional:_ Fill in additional fields on the Identification page.

Click **Create.**

At this point, the provider has been created. The provider will not be activated until at least one address is added to the record.

Enter values in **Address 1**, **City, State**, and **Zip code**.

_Optional:_ Enter values in **Address 2** and **Address 3**, if needed

Click **+ Add Address**

### Optional: Adding a Phone NumberEnter a valid phone number in the **Phone Number** field

_Optional:_ Select a **Phone Type**

_Optional:_ Add an **Extension**

_Optional:_ Select an address from the **Associated Address** drop-down.

Click **+ Add Phone Number**

### Optional: Adding an Email AddressEnter a valid email in the **email address** field.

Click **+ Add Email**

### Optional: Adding Provider Specialty

Provider Specialty is only relevant if your organization has elected to use this selection.

Click **Specialty** in the left panel

Search for the desired specialty

Click **Add Specialty**

If multiple addresses, phone numbers, electronic addresses, or specialties are added to a provider, the _Primary_ one is indicated by a purple flag. To change the primary, simply check the flag on the record that should be marked as primary.

Click **Close.**

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