Quick Reference — To suggest a clinical provider

athenaClinicals

 

Note: athenahealth strives to verify updates or additions to the clinical provider table within 2 business days.

1. Display the Suggest a Clinical Provider page: On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — Order Configuration, click Suggest a Clinical Provider.

Search for the clinical provider you intend to suggest

2. In the fields at the top of the page, enter any information that you have to locate the clinical provider.
3. Click Find.
   Possible matches appear listed in alphabetical order according to the Name column.
   Tip: The Reset link clears all the search criteria from the fields.
4. Review the possible matches.
   Tip: Check several places in the list, based on how the original display name was formatted. Some common examples include: LASTNAME, FIRSTNAME or FIRSTNAME LASTNAME or DR. FIRSTNAME LASTNAME.

Suggest an update to a matching clinical provider

5. If the clinical provider is listed, click suggest update next to the clinical provider that most closely resembles the one that you intended to suggest.
   The Suggest Change to Clinical Provider fields appear.
6. In the fields provided, enter your suggested updates for this provider.
7. Review the list of clinical providers, and select any possible duplicates.
8. Click Submit.
   athenahealth staff will verify the information and, once verified, update the global database of clinical providers.
   If any duplicate clinical providers were verified, athenahealth staff will merge the duplicates into the updated clinical provider record. This merge process preserves the transaction history for the duplicate records, but ensures that only one active instance of that clinical provider is available for selection during order entry.

Suggest a new clinical provider

9. If the clinical provider you searched for does not appear in the search results, scroll to the bottom of the search results and click Suggest New Clinical Provider.
   The Suggest New Clinical Provider fields appear.
10. Link to Provider in my practice — If this clinical provider is a provider in your practice, click the Yes option.
11. Link to Provider — Select the provider in your practice that is the same person as this clinical provider. (This field appears only if you selected the Yes option for the Link to Provider in my practice field.)
12. Entity Type — Select Person or Non-person entity.
13. Display Name — Enter the provider's full name as it should appear on patient statements and other correspondence. If this provider is a non-person entity (for example, a pharmacy, laboratory, other facility), enter the name of the entity.
14. Last Name — Enter the provider's last name. Leave this field blank for a non-person entity.
15. First Name– Enter the provider's first name. Leave this field blank for a non-person entity.
16. Middle Name — Enter the provider's middle name, if any. Leave this field blank for a non-person entity.
17. Address — Enter the first line of the provider's address.
18. Address (ctd) — Enter the second line of the provider's address, if any.
19. Zip — Enter the provider's ZIP code.
    Note: You cannot enter a ZIP code for a location outside the U.S., with the exception of Puerto Rico.
20. City — Enter the provider's city.
21. State — Enter the two-letter abbreviation for the provider's state.
22. Add to Local Networks — To add the clinical provider to one of your local networks, select the network from the menu.
23. Provider Taxonomy — To include a taxonomy code for the suggested provider, click change.
    In the Taxonomy Lookup window, locate the provider taxonomy in one of two ways:
• In the field at the top of the window, enter the first few characters of the taxonomy code and then click Find.
• Click the taxonomy code menu, select a type, and then click Find.

Locate the correct code in the list and click select. The lookup tool closes and the provider taxonomy information appears in the Provider Taxonomy field.

24. Additional Taxonomies — Click add to add more taxonomies for this provider (this field is optional, to align with what CMS allows).
25. Clinical Area of Interest — Enter any subspecialties for this provider that are not described by his/her taxonomy, if applicable. (This field appears only if you selected the Yes option for the Link to Provider in my practice field.)
26. NPI — Enter the NPI for the clinical provider, if known. If you are unsure of this value, please leave this field blank.
27. Phone — Enter the main contact phone number.
28. Fax — Enter the provider's fax number.
29. Direct Address — Enter the provider's Direct address, if known.
    To search for or confirm the provider's Direct address, click Lookup. The Direct Address Search page opens.
30. Order Type Groups — Select one or more order type groups that this clinical provider can fulfill. Select only those order type groups that you send to this clinical provider, because this association causes the provider to appear in the list of Send To clinical providers that is available when you create an order of that type. For example, if the clinical provider is a pharmacy, you should select "PRESCRIPTION" as an order type group.
31. Reason for Suggestion — Enter the reason for submitting your suggestion.
32. Click Submit.
    athenahealth staff will verify the information and, once verified, add the clinical provider to our global database of clinical providers.