Add an Address Book Entry

Version 14.19

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.

Note: An Address Book entry will automatically be created when users are added to the Staff/Provider Directory. In certain cases, it may be necessary to review those entries and add additional information. The instructions below will walk a user through adding an entry for a Provider or Contact that is not part of the practice.

Add Name/Phone and Address Information

  1. Click the Adr Bk button on the Smart Toolbar.


It is Best Practice to search the Address Book before adding a new entry to avoid duplication.
  1. Click the Add a New Record button. The Edit Address window will open.
  2. Enter the following information:
  • First/middle name
  • Last name/suffix
  • Company
  • Work Phone(s)
  • Fax
  • Cell phone
  • Home phone
  • Note
  1. Click the Address tab. 
  2. 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

This tab houses the following:

  • The Staff/Provider's NPI
  • Insurance affiliations
  • The ability to include the individual in the Staff/PCP list
  • The ability to add a scanned signature to a provider

For more information on linking a signature to a provider, click here. 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. Also enter the following:
  • Initials 
  • NPI number
  • Insurance Carrier identifier(s) for the contact. 

Add Hospital Affiliation

  1. Click the Hospital Affiliation tab. 
  2. Click on 'Click here to add a new hospital affiliation'. A dropdown will appear.
  3. Select a hospital name from the dropdown menu. Repeat steps if affiliating physician to more than one hospital.

Note: If the affiliated hospital is not listed in the dropdown menu, it means that that hospital has not been added to the Hospital Facilities table. Click the Add/Modify Hospital List button to be routed to the Hospital Facilities table. For more information on adding to this table, click here.  

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 on 'Click here to add a new specialty affiliation'. A dropdown will appear.
  3. Select a specialty from the dropdown menu.
Note: If an appropriate specialty is not displayed in the menu, click the Add/Modify Specialty List button. The Descriptor List will open in a new window where you can add a specialty. For more information on adding to this table, click here.

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

Version 14.10

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.

Note: An Address Book entry will automatically be created when users are added to the Staff/Provider Directory. In certain cases, it may be necessary to review those entries and add additional information. The instructions below will walk a user through adding an entry for a Provider or Contact that is not part of the practice.

Add Name/Phone and Address Information

  1. Click the Adr Bk button on the Smart Toolbar.


It is Best Practice to search the Address Book before adding a new entry to avoid duplication.
  1. Click the Add a New Record button. The Edit Address window will open.
  2. Enter the following information:
  • First/middle name
  • Last name/suffix
  • Company
  • Work Phone(s)
  • Fax
  • Cell phone
  • Home phone
  • Note
  1. Click the Address tab. 
  2. 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

This tab houses the following:

  • The Staff/Provider's NPI
  • Insurance affiliations
  • The ability to include the individual in the Staff/PCP list
  • The ability to add a scanned signature to a provider

For more information on linking a signature to a provider, click here. 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. Also enter the following:
  • Initials 
  • NPI number
  • Insurance Carrier identifier(s) for the contact. 

Add Hospital Affiliation

  1. Click the Hospital Affiliation tab. 
  2. Click on 'Click here to add a new hospital affiliation'. A dropdown will appear.
  3. Select a hospital name from the dropdown menu. Repeat steps if affiliating physician to more than one hospital.

Note: If the affiliated hospital is not listed in the dropdown menu, it means that that hospital has not been added to the Hospital Facilities table. Click the Add/Modify Hospital List button to be routed to the Hospital Facilities table. For more information on adding to this table, click here.  

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 on 'Click here to add a new specialty affiliation'. A dropdown will appear.
  3. Select a specialty from the dropdown menu.
Note: If an appropriate specialty is not displayed in the menu, click the Add/Modify Specialty List button. The Descriptor List will open in a new window where you can add a specialty. For more information on adding to this table, click here.

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