ADD PHYSICIAN (Top)
To add a physician click on the "Add Physician" link.
Click on the following to learn more about the privileges for Add Referral Source.
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Enter the required information and click "Save" when finished.
NOTE: For Careficient Agency Administrators, click here to learn more about setting up “Physician Title” and "Physician Specialty"
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To view the Physician contact information, hover over the address book to the left of the physician's name.
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This will popup with the physician's contact information .
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You can search for a specific physician by entering the first of last name in the text entry box.
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Click "Search".
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You can also filter by Physician Title...
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or Status.
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To view the places this physician is attached to or used, click on the "Where used" icon.
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You will see a listing of every area the physician is tied to within the system. If you have duplicate physicians and need to remove one, this is very helpful in determining where the physician was used so that these things can be reversed. To see instructions for removing a duplicate physician, click here Removing Duplicate Physicians.
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DELETE PHYSICIAN (Top)
To delete a physician, click on the "Trash Can".
NOTE: To delete a physician, it can't be tied to anything else in the system.
NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Delete Physicians.
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To view a physician's master file, click on either the "Physician's Name" link or the magnifying glass.
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EDIT PHYSICIANS (Top)
This will take you to the Physician's Master File. You can edit the information for the header by clicking on the "Edit" link to the right of the physician's name.
NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Edit Physicians.
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REPORTS (Top)
There are several reports that you can export related to your physicians. Choose the drop down for the specific report and click "Export" to review the report.
PDF - Patients active or discharged in last 30 days includes:
- Physician Names
- Preferred Numbers
- Title
- NPI
- Patient Name
- MRN
- SOC Date
- DC Date
- Status
- Primary Diagnoses Code
- Primary Diagnoses Description
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PDF - Patient with outstanding orders includes:
- Physician Name
- Preferred Numbers
- Title
- NPI
- Patient Name
- MRN
- SOC Date
- DC Date
- Status
- Certification From Date
- Certification To Date
- Order Status
- Clinician Name
- Case Manager
- Effective Date
- Order Type Description
- ID
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XLS - Patients active or discharged in last 30 days includes:
- Physician Names
- Preferred Numbers
- NPI
- Patient Name
- MRN
- SOC Date
- DC Date
- Status
- Primary Diagnoses Code
- Primary Diagnoses Description
- Doctor Title
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XLS - Patients with outstanding orders includes:
- Physician Name
- Preferred Numbers
- NPI
- Patient Name
- MRN
- SOC Date
- DC Date
- Status
- Certification From Date
- Certification To Date
- Order Status
- Clinician Name
- Case Manager
- Effective Date
- Order Type Description
- ID
- Doctor Title
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XLS - Physician List includes:
- Physician Name
- Physician Title
- Status
- Address 1
- Address 2
- City
- State
- Zip
- Preferred Phone
- eMail
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Click on the link to learn more about the following physician's tabs: