Add or Modify Primary Credentials
- Access the Modify Provider Information window for a provider.
- Select the Credentialing tab.
Credentials for the provider are listed in the top section of the tab and Primary Credentials are listed in the bottom section of the tab.Hover over the Information icon on the right to view tool tip information for this section.Note: The Primary Credentials section appears only when the Enable Provider Credential Billing options is enabled in Enterprise Preferences > General.
- In the Primary Credentials section, do one of the following:
- To add a primary credential, select Open Menu and select New.
- To modify a primary credential, select the item from the list, and then select Open Menu and select Open.
The Primary Credentials window opens.
- In the Effective Date field, enter the date the primary credential becomes effective. This field is required, and the date must be earlier than the expiration date.
- In the Expiration Date field, enter the date the primary credential expires. This field is required, and the date must be later than the effective date.
- In the Credentialing Type field, select a primary credential from the list. This field is required.
Note: The items available for selection are from the Credentialing master list in File Maintenance.
- To save changes and close the window, select OK.
The credential displays in the Primary Credentials list.