Open the Person Information or Patient Information window for the desired person or patient.
Select the Provider tab.
Select the open menu , and select New.
The Add Patient Provider window appears.
Select a user-defined provider type from Preference Name. This field is required.
Note: Your system administrator manages providers from Practice Preferences, Providers.
Select a Provider.
To search for a specific provider, select .
The Provider Lookup window opens.
Note: The providers listed for selection are those that are flagged with the selected Preference Name in the Providers master file in File Maintenance.
Enter an Effective Date to start for the selected patient provider in mm/dd/yyyy format, if applicable.
Enter an Expiration Date to end for the selected patient provider in mm/dd/yyyy format, if applicable.
If an expiration date was entered, select an Expiration Reason, if applicable.
Note: Your system administrator manages the Provider Expiration Reasons from the master list in File Maintenance.
Select the Primary Preference Name check box to indicate the provider is the patient's primary provider for the selected preference name.
Note: When adding the first provider for each preference name, if you do not select the check box, a message informing you that you must select at least one provider as primary.
