There are several dialogs associated with configuring a provider for TFM. The following sections of this chapter contain descriptions of the:
| List of Providers Dialog: | Description | ||
| Provider Details Dialog: | Description | Payer/Provider Information | Buttons |
| Edit Provider Dialog: | Description | Section#1 Section#2 |
After selecting Provider in the configuration menu, a dialog
titled List of Providers appears. This dialog, shown at the
right, displays a list of providers that have already been added to
the database. Above the list is a count of the number of providers
currently in the list.
All providers should be added to TFM. This includes all providers that are part of this practice, providers that refer to your practice, and providers that you refer patients to. This list will display all of them.
On occasion you will what to modify some of the data for a provider. If there are many providers defined in TFM and this list is very long, you many find a particular provider by entering search criteria. Type some characters into search area and TFM will use it to match provider names in the table. For a complete description of this dialog, refer to the Search Tables chapter.
The dialog buttons are the same in all the list dialogs. These buttons are:
After selecting a provider (explained above), the Provider Detail
dialog appears with the information about the selected provider (shown at the right).
The left two selectable gray boxes are the personal information about
the provider. For a description of the personal information refer to the
Patient Details chapter in the Edit Personal section.
The unique details of a provider are found in the right two selectable gray boxes. These fields are:
To edit any of this information select a gray box with your mouse and an editor dialog will appear that allow you to edit the provider information. The details of editing the provider information are described in a later section of this chapter.
The Payer/Provider Information table at the bottom of the Provider Detail dialog contains a list of the Payers in which the Provider participates. There are several fields that are used to describe the relationship.
There are three user interactions with this table
When you edit or add a new payer/provider relationship in the
Provider Detail dialog (shown above), the Payer/Provider
Details dialog appears. (shown at the right) This dialog allows
you to select a payer and define attributes for the Payer/Provider
relationship.
There are a set of buttons along the bottom the Provider Detail screen. These buttons and their functions include the following:
There is an editor dialog used to edit the provider information. The editor contains several input sections for editing each of the four selectable gray box details. The first two gray boxes are the personal details of the providers and the descriptions of the fields can be found in the Edit Personal chapter. The remaining two gray boxes describe the unique details of a provider and are described below:
| Documented Sections: | Section 1 | Section 2 |
The first Provider information section is displayed on the right. There are no
required fields in this screen. All fields are optional.
The following table illustrates the field labels, descriptions, and the minimum and maximum number of characters that can be input for each.
| Label | Description | Min/Max |
|---|---|---|
| Business Name: | The formal business name | ( /50) |
| Address: | Business street number | ( /6) |
| Street: | Business street | ( /40) |
| City: | Business city | ( /50) |
| State: | Business state | ( /2) |
| Zip: | Business zip code | ( /10) |
| Office Phone: | Office phone number | ( /20) |
| Office Fax: | Office fax number | ( /20) |
| Office email: | Email address for business office | ( /50) |
There are no required fields in this section.
The following default values can be set in the Preferences options for the provider. Refer to the Patient Detail for default person settings for a provider.
The last section in the Provider Editor is displayed on the right. The table illustrates the field labels, descriptions, and the minimum and maximum number of characters that can be input for fields in this section.
| Label | Description | Min/Max |
|---|---|---|
| Tax Id #: | Provider tax number | ( / 10) |
| Universal#: | Provider Universal number | ( / 30) |
| State License #: | State license number | ( / 30) |
| DEA #: | DEA number | ( / 30;) |
| Practice type: | Practice type | ( / 20) |
| Provider specialty: | Provider specialty | ( / 50) |
| BCBS Authorized: | BCBS authorized flag | ( / ) |
| OPC level of ed: | OCP level of ed. | ( / ) |
| Increment | Scheduler Time Increment (min) | ( / ) |
| Duration | Default Appt Duration (min) | ( / ) |
| Enable Scheduling | Select to enable scheduling | ( / ) |
There are no required fields in this section.
There are no default values from the Preferences that are utilized in this screen. Business Type, Provider Specialty, and OPC level of education all default to the first item in each list. Scheduler increment and duration default to 15 minutes.