An external provider is a healthcare provider outside your clinic, such as a family doctor, specialist, or pharmacy, that you can fax session notes and eForms to. If a provider's details change, such as a new fax number or address, you can update them so future faxes go to the right place.
This feature is only available to users with admin access: the Provider Admin and Office Staff roles.
Step 1: Go to External Providers
In the left-hand menu, click Settings, then click External Providers. You will see a list of the external providers already saved for your organization.
You can also click here.
Step 2: Open the Edit External Provider Window
Find the provider you want to update in the list. In the Actions column on the right, click Edit. The Edit External Provider window opens with the provider's current details filled in.
Step 3: Update the Provider's Details
Change any of the details that need updating. You can edit the same fields you filled in when creating the provider, including their name, phone number, fax number, billing number, and address.
First Name, Last Name, and Fax Number are required and cannot be left blank. If you change the fax number, check it carefully. This is where your session notes and eForms will be sent.
Step 4: Save Your Changes
Click Save. The updated details now appear in your External Providers list. Any session notes or eForms you fax to this provider from now on will use the new details.