Providers Directory Frequently Asked Questions







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The following frequently asked questions regarding the Providers Directory feature can be a useful reference when you have your own questions about the functionality.  Click a question from the list here to navigate directly to the corresponding answer, or scroll through the full list of questions and answers below.

Can providers be assigned to more than one agency/practice?

What do I do if an agency/practice has more than one address/location?

Why can't I add an address, NPI, license number, or specialty for a contact using the Referral/Provider Agencies module?

Can providers be assigned to more than one agency/practice?

Yes, providers can be assigned to none, one, or multiple agencies.  To do so, update the provider record using the Providers Directory, and open the Agencies sub-index.  Click here for more information.

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What do I do if an agency/practice has more than one address/location?

The agency should be entered multiple times using the Referral/Provider Agencies module, each with a unique address.

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Why can't I add an address, NPI, license number, or specialty for a contact using the Referral/Provider Agencies module?

Address, NPIs, license numbers, and specialty selections can only be added to provider records through the Providers Directory or when adding a new provider contact while assigning a medical provider to a client.

If the Provider checkbox is checked on the contact record under Referral/Provider Agencies, it will also display within the Providers Directory, and more detail can be added within that module, which is specific to provider contacts.

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