Using the Provider form

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The administrator or a subadministrator can open an existing provider record by double-clicking on a provider name in the Provider List, or by clicking a name and selecting Modify. This opens a Provider Information form. Clicking New opens a New Provider form.

Both provider forms have two tabs, Demographics/Prefs and Login/E-mail. A new provider record requires a first name and a last name. The administrator may have specified other checklist items Creating Checklists. Enter data by using standard text entry and pop-up menus.

Note: To change an existing Provider record, you must unlock the form by clicking on the black closed lock. For more information, see Unlocking forms.

Demographics/Prefs

The first tab of the Provider Information form is for entering basic demographic information as well as information about Clinical Groups and access privileges.