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 Type**, **Address 1**, **City, State**, and **Zip code**.
_Optional:_ Enter values in **Address 2** and **Address 3**, if needed.
Click **+ Add Address**.
After adding the address, the toggle to Mark Provider as Active is enabled.
Click **Close**.
At this point, the provider can be associated to a person's care.You may continue to add optional information to the record, keeping in mind when the provider is received in a data load, any data manually entered that does not match the data in the load is overwritten.
_Optional:_ Continue adding additional information.
Adding a Provider in a Program or Request
You can add a provider directly in a Program or Request.
Programs
In a Program, click the **Providers Tab** in the Program Journey.
Click **Add Provider**.
If a search for the provider did not return results, click **+ New Provider**.
An informational message appears, indicating the provider created will be added to the program, and a role must be assigned.
Follow the steps listed above to create the new provider. When finished, click **Close**.
The provider is added to the program. Update the Role and Effective date then click **+ Add Role**.
Click **Save**.
Requests
On new request creation in the Provider Information section, do a search for the provider. If nothing matches on the search results, click **Add Temporary Provider**.
Follow the steps listed above to create the new provider.
Adding Optional Information
Adding a Phone Number
Enter a valid phone number in the **Phone Number** field.
Select a **Phone Type**.
_Optional:_ Add an **Extension**.
_Optional:_ Select an address from the **Associated Address** drop-down.
Click **+ Add Phone Number**.
Adding an Email Address
Enter a valid email in the **Email Address** field.
Select an **Email Type**.
Click **+ Add Email**.
Adding Alternate ID
Select the ID Type and enter the Alternate ID.
Click **+Add Alternate ID**.
Adding Custom Fields
Provider Custom Fields are defined by your organization.
Click Custom Fields in the left panel.
Update any fields as needed.
Click **Save**.
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**.
Click **Save**.
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.