In the event you need to change/swap one provider for another, you will need to work with your account manager to complete the change. You can set this up several weeks in advance, but please allow a minimum of three business days to process the request. Here are some steps to take in order to have the process flow as smoothly as possible.
- All claims for the outgoing provider need to be submitted in bulk or individually
- Any staff members under the exiting provider need to be moved to another provider
- All future appointments under the existing provider need to be changed to another provider. Please see our article on running a report of future appointments
- If the existing provider is the primary provider for any office, another provider will need to be selected as the primary provider for that office
- Ensure all clinical notes for the exiting provider are signed and locked
- Providers will need to have the share patients permission enabled. Or you will need to manually move the exiting provider's patients to a remaining provider if the practice still needs to access the exiting provider's patients
Should you have any questions, please reach out to your account manager.