Open the Person Information or Patient Information window for the desired person or patient.
Select the Provider tab.
Select the Open Menu button, and select New.
The Add Patient Provider window appears.
In the Preference Name field, select a user-defined provider type. This field is required.
Note: Items available for selection are from Practice Preferences, Providers.
In the Provider field, do one of the following. This field is required.
Select a provider from the list.
Select the search button to access the Provider Lookup window, and find the provider.
Note: Providers available for selection are those that are flagged with the selected Preference Name in the Providers master file in File Maintenance.
In the Effective Date field, enter a start date for the selected patient provider in mm/dd/yyyy format, if applicable.
In the Expiration Date field, enter an end date 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: Items available for selection are from the Provider Expiration Reasons 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, the following prompt appears if the check box is not selected: At least one provider should be selected as primary.
