Version 21.0

Path: Clinical or Practice Management tab > Address Book button

About

Entries in the Address Book can be easily accessed when adding a patient's PCP, composing letters, issuing referrals, adding a Referring Provider to a claim, and assigning staff as Care Coordinators. If you interface with CHADIS surveys, refer to CHADIS documentation for setup requirements in the Address Book. The instructions below walk you through adding an entry for a Provider or Contact that is not part of the Practice.

Add Name/Phone and Address Information

1. Navigate to the Address Book by following the path above.
2. Click New. The Edit Address window opens to the Name/Phone tab.

1. Enter the following information:

• First/middle name
• Last name/suffix
• Company
• Work phone #1 / Ext #1 / Work phone #2 / Ext #2
• Fax
• Cell phone
• Home phone
• Note

1. Select the Active checkbox to indicate this is an active Contact. 
2. Click the Address tab. 
3. Enter the following information:

• Address
• City, State, Zip
• Country
• Email address 1 (proper email formatting required)
• Email address 2 (proper email formatting required)
• DIRECT email (proper email formatting required)
• Preferred email: Allows you to select your preferred email/direct email.
• Web page
• Custom 1-3 (other types of addresses that may pertain to a contact)

Add Staff/Provider Information

The Staff/Provider tab houses the following information:

• The ability to include the individual in the Staff/PCP list
• The Staff/Provider's initials
• The Staff/Provider's NPI
• Insurance affiliations

A Provider's NPI # should be added to this tab if a Referring Provider's information is required on claims by any of your insurance payers. To add Staff/Provider information:

1. Click the Staff/Provider tab.
2. Enter the above information as well as the following:

• Initials 
• NPI number
• Insurance Carrier identifier(s) for the contact. 

Add Hospital Affiliation

1. Click the Hospitals tab. 
2. Click 'Click here to add a new hospital affiliation'.
3. Using the drop-down, select the hospital to which the contact is affiliated. 
4. Click the Save button.
5. Repeat the steps if affiliating a physician to more than one hospital.

Add Specialties

A Specialty categorizes the Contact and makes it easier to search. Specialties are also used for PCMH. For example, Care Coordinator, Urgent Care, and Emergency Department are all PCMH measures that are calculated based upon the Address Book categorization. Refer to the PCMH Roadmap for specific information.

1. Click the Specialties tab.  
2. Click the grid indication 'Click here to add a new specialty affiliation' to display the drop-down field. 
3. Using the drop-down, select a specialty that pertains to the Contact. 
4. Click the Save button.
5. Repeat the steps if the physician is associated with additional specialties.

When all known information has been entered, click the Save button located in the toolbar at the top of the Address Book to save the contact.

Version 20.18

Overview

This page will instruct you on how to add entries into the Address Book. Entries in the Address Book can be easily accessed when adding a patient's PCP, composing letters, issuing referrals, adding a referring provider to a claim, and assigning staff as Care Coordinators. If you interface with CHADIS surveys, refer to CHADIS documentation for setup requirements in the Address Book.

Add Name/Phone and Address Information

1. Navigate to the Address Book: Clinical or Practice Management tab > Address Book button. 
2. Click New. The Edit Address window opens to the Name/Phone tab.

1. Enter the following information:

• First/middle name
• Last name/suffix
• Company
• Work Phone(s)
• Fax
• Cell phone
• Home phone
• Note

1. Select the Active checkbox to indicate this is an active contact. 
2. Click the Address tab. 
3. Enter the following information:

• Address
• City, State, Zip
• Country
• Email address 1
• Email address 2
• DIRECT email
• Web page
• Custom 1-3 (other types of addresses that may pertain to a contact)

Add Staff/Provider Information

The Staff/Provider tab houses the following information:

• The ability to include the individual in the Staff/PCP list
• The Staff/Provider's initials
• The Staff/Provider's NPI
• Insurance affiliations

A provider's NPI # should be added to this tab if a referring provider's information is required on claims by any of your insurance payers. To add Staff/Provider information:

1. Click the Staff/Provider tab. 
2. Enter the above information as well as the following:

• Initials 
• NPI number
• Insurance Carrier identifier(s) for the contact. 

Add Hospital Affiliation

1. Click the Hospitals tab. 
2. Click 'Click here to add a new hospital affiliation'.
3. Using the drop down, select the hospital to which the contact is affiliated. Repeat the steps if affiliating physician to more than one hospital.

Add Specialties

A specialty makes contacts easier to categorize and search. Specialties are also used for PCMH. For example, Care Coordinator, Urgent Care and Emergency Department are all PCMH measures that are calculated based upon the Address Book categorization. Refer to the PCMH Roadmap for specific information.

1. Click the Specialties tab.  
2. Click the grid indication 'Click here to add a new specialty affiliation' to display the drop-down field. 
3. Using the drop-down, select a specialty that pertains to the contact. 

When all known information has been entered, click the Save button  located in the tool bar at the top of the Address Book to save the contact.