Doctors

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Doctors

You can update doctor information from the Doctor maintenance screen. This screen can be found by clicking on the Maintenance menu item and selecting the Doctors option. Follow the directions below to manage your doctor records.

 

Topics

How Do I Add a New Doctor?

How Do I Edit an Existing Doctor's Information?

How Do I Add Addresses for a Doctor?

How Do I Add Authorizing Doctors?

How Do I Add a Doctor Note?

How Do I View User Logs?

 

 

How Do I Add a New Doctor?

1.Click on the Maintenance menu item.

2.Select Doctors. The Doctor maintenance screen will open.

3.Click on the Create New Doctor option.

4.You can choose to enter a "Custom" doctor yourself or, if you are using Surescripts, select a doctor from the Surescripts list.

a.To enter the doctor's information manually, click on the Create Custom Doctor option.

b.To choose a doctor from your Surescripts download, run a search in the Surescripts Doctors field. (You can search by the doctor's NPI, DEA, or SPI number. You can also search by name, but searching by one of these numbers is preferable.) After you select a doctor, a list of available clinics will appear. Choose the correct clinic and then click Create Doctor.

 

5.The Doctor maintenance screen will open.

 

If you choose a doctor from the Surescripts list, the doctor's information will automatically be filled into many of the fields. If you are entering the doctor's information manually, enter any necessary information in the fields discussed below.

 

6.Under the Record Info tab, enter the doctor's name (Last, First, and Middle Name).

7.Enter the doctor's National Provider Identifier number in the NPI field.

8.Enter the Drug Enforcement Agency number into the DEA field.

9.You can also enter a DEA Expiration Date. (If the doctor's DEA Expiration Date has passed, users will receive an error message when attempting to fill a script using this doctor.)

10.Enter the doctor's State Number.

11.In the Degree field, select the correct degree for this prescriber (e.g., "Medical Doctor" or "Nurse Practitioner").

12.To authorize this doctor to prescribe medications, mark the Prescribing Allowed checkbox. If the doctor is not allowed to prescribe, an authorizing doctor will be required.

13.Enter the doctor's contact information (Home Phone, Cell Phone, and Email).

 

Under the Clinics tab, you can also enter contact information for the doctor at his or her clinic. For example, you could enter the doctor's Cell Phone number under Record Info and then enter the doctor's Work Phone number under the Clinics tab.

 

14.To activate this doctor to be used in your system, mark the Active checkbox. If this option is not checked, you will not be able to fill scripts using this doctor.

15.Click Save.

 

 

How Do I Edit an Existing Doctor's Information?

1.Click on the Maintenance menu item.

2.Select Doctors. The Doctor maintenance screen will open.

3.In the Search Doctor field, type part of the doctor's name (or NPI, etc.) to begin searching for the correct doctor. Select the correct doctor from the search list and press Enter.

4.Select the fields that need to be changed (e.g., Degree or NPI) and enter the new information.

5.Click Save.

 

 

How Do I Add Addresses for a Doctor?

You can add multiple clinics for a doctor under the Clinics tab. Follow the instructions below to enter addresses for these locations.

 

1.Select a doctor and then click on the Clinics tab.

2.Click on the Add New option.

3.Enter the Clinic Name. You can search for this name when choosing the doctor's address in the Script Filling screen.

4.Enter the address information in the appropriate fields.

5.If this clinic was added through Surescripts (when you added the doctor), the Surescripts Provider Identifier number will appear in the SPI field.

6.You can also enter the doctor's Phone and Fax numbers for this clinic.

7.To make this address the doctor's primary location, mark the Primary Clinic checkbox. (This means the clinic will be selected automatically when you choose this doctor in the Filling Screen.)

8.If this is your local clinic, mark the Local Doctor checkbox. This option will need to be selected to use the "Clinic" refill request option for sending electronic refill requests to your local clinic.

9.To make this location an available address option for the doctor, mark the Active checkbox.

10.Click Save.

 

 

How Do I Add Authorizing Doctors?

If the Prescribing Allowed option has NOT been selected for a prescriber, an Authorizing Doctor will need to be attached to the prescriber's record. When you choose this prescriber in the Filling Screen, you will need to select one of the prescriber's Authorizing Doctors to complete the script.

 

1.Click on the Authorizing Doctors tab.

2.Click on the Add New option.

3.In the Authorizing Doctor field, search for the correct doctor from your records. The doctor that you enter here can be used in the Script Filling screen to authorize the prescriber's scripts.

4.Mark the Active checkbox. If this option is not checked, you will not be able to fill scripts using this doctor as an authorizer.

5.Click on the Save button.

 

 

How Do I Add a Doctor Note?

You can add a note to this Doctor record under the Notes tab.

 

1.Open the Notes tab.

2.Click on the Add New option.

3.Enter a Title for the note, then enter the note's Text.

4.You can choose a color for the note if you want to categorize certain types of notes with certain colors. Click on the Color drop-down arrow to select an option.

 

There is no need to select a Behavior for Doctor Notes.

 

5.Click Save. When you select this doctor during the script filling process, this note will appear in the Notes section of the Script Filling screen.

 

 

How Do I View User Logs?

To view user log records, click on the Logs tab. The log shows changes that have been made to this doctor's record.

 

See Also

Drugs