How To Add Providers

Owned by Sandra Mercer
Last updated: Apr 12, 2024
2 min read

Access is contingent to the Users Role and Visible Menu selection.

The Providers connect to both RCM (Billing) and EMR.

This is typically completed during the initial Implementation, but in the event that a new provider is necessary, this will walk you through a step by step process on how to Add a Provider in Sunwave.

 Instructions: In the Left Menu bar, under Practice Setup, select Providers

Add Provider.png

  1. The Provider Status allows you to isolate the list of Providers by All, Active, or Inactive (highlighted) The Green New Provider tab has an Import from CSV option, if you hit the white down arrow.

New Provider.png

This is the screen you will see when you select New Provider

  1. New Provider Fields:

    1. Name: Required

    2. Lastname: Required

    3. SSN: can enter a - (Dash)

    4. NPI: Required

    5. BCBS Id: Not Required

    6. Taxonomy Code: Not Required - but will go on the claim (w/o qualifier)

    7. License/Credentials: (Dropdown selection)Not Required - but pulls from the List of Values, and can tie into billing rules

    8. There are 2 Check boxes that pertain to medication

      Can Order Meds
      No review needed before MD

  2. User: Dropdown selection ( user will need a profile created in Sunwave to sync to this provider )

  3. Last, hit the blue Add button at the bottom right of this pop up box, to add it to the list of providers.

Keep in mind that you NEVER want to overwrite an existing provider, as they are connected to the EMR and Billing,( that will present issues ), always create a NEW provider.

You can Edit any existing Provider by clicking on the blue Name Link to open the Edit Provider Box

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