Create a provider address record

To create an address record for an individual provider, complete the following steps.

  1. Open the Provider addresses form, then find and select a provider. (See Find (Select) Modal)
  2. Create a new address record and assign an institution.

    • If no affiliation record exists, click Create a new record.

    • If pre-existing affiliation records exist, on the Toolbar, click New.

  3. In Create Address, select one of the following.
    • Attach an existing group practice address to this provider address record, complete the following substeps.
      1. In Create Address, click Yes.
      2. In Find Group, find and select a group.
      3. In Select Group Addresses, select one or more addresses to attach to the provider address record, then click OK.
    • Do not attach an existing group practice record.
      1. Click No.
    Tip

    To create a new group address, see Create a group practice record

  4. In Provider Address Details, complete the following steps.
    1. Select an address type from Type.
    2. Optional. In From and To, type the respective dates of the provider's association with this address.
    3. Optional. If the provider address record should be kept from displaying on any online application or service, select Silent.
    4. Optional. If the provider is seeing patients at this location, select See Patients.
    5. Optional. If the provider is accepting new patients at this location, select Accept New Patients.
    6. Optional. If on-site reviews are conducted at this location, select On-Site Reviews.
    7. Optional. In Home Page, type the website address associated with the provider at this practice address.
    8. Optional. In Email, type the email address associated with the provider at this practice address.
  5. Optional. In the Additional IDs section, click Add to add any additional IDs to be applied to the provider at this practice address.
  6. Optional. In the Office Hours section, enter the office hours for the provider at this practice address for each day of the week.
  7. Optional. In the Limitations section, click Add to select and add any practice limitations that apply to the provider at this practice address.
  8. Optional. In the Specialties section, click Add to select and add any specialties that apply to the provider at this practice address.
  9. Optional. If your organization tracks additional information about a provider address, in the User Defined section, enter the required information.
    Warning!

    If a group practice address has been attached to this provider address record, the group practice information displayed in the following Street Address, Categories, Services, Languages, IDs, Review History and User Defined & General Hours sections will be shared with the linked addresses. Editing any of this information will change the information for every linked provider and group addresses.

  10. Optional. In the Street Address section, type the group practice address, related phone numbers, home page, and email address information into the respective boxes. (See Working with address validation )
  11. Optional. In the Categories, Services, Languages section, click Add to select and add any categories, services, and languages that apply to the group practice address.
  12. Optional. In the IDs section, the Add to select and add any IDs that apply to the group practice address.
  13. Optional. If your organization tracks additional information about the specific address location, in the User Defined & General Hours section, enter the required information.
  14. Click Save.