Creating and Managing Providers In Prospyr

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How to Create or Edit a Provider in Prospyr

Managing provider profiles in Prospyr keeps your records current and ensures patients have access to the right specialists. Follow these steps to create a new provider or update an existing one.

Step 1: Go to Settings.

Step 2: Navigate to Resources, then select Providers.

Step 3: Click Create to add a new provider.

Step 4: Enter the provider’s first name, last name, and email address.

Step 5: Fill in the provider’s phone number and select the related user.

Step 6: (Optional) Enter the provider’s date of birth.

Step 7: (Optional) Add a profile picture.

Step 8: Input the provider’s address. If you don't have the provider's home address, the clinic address will suffice (this is not patient facing).

Step 9: Select one or more locations where the provider will work. Click the “x” to remove a location if needed.

Step 10: Click Create Provider to finish adding the provider.

Step 11: Scroll to the Booking and Capabilities section.

Step 12: Toggle the switch if the provider should be bookable online.

Step 13: Set a booking buffer if advance notice is required for appointments (e.g., 24 hours).

Step 14: Click Update Settings.

Step 15: To adjust workdays and hours, click Schedule.

Step 16: Select the days the provider will work and adjust hours as needed. Use the trash can to remove a shift or the plus sign to add it back.

Step 17: Go to the Services section. Choose which services the provider can perform. Select all, individual categories, or specific services.

Step 18: Click Save Changes to complete the setup.

Step 19: Your provider profile is now complete.

Keep records up to date by editing provider details when needed.

Step 1: Go to the Providers list and click Edit next to the provider you’d like to update.

Step 2: Adjust any section of the provider’s profile as required.

Step 3: If the provider can prescribe, update credentials and licenses here, including state license, NPI, or NDA numbers if applicable.

Accurate provider profiles are essential for smooth scheduling and compliance. Regularly review and update provider details in Prosper to keep your operations running efficiently.