Quick Reference — To add a non-person scheduling resource provider

athenaCollector

1. Display the Providers page: On the Main Menu, click Settings > Billing. In the left menu, under Practice Links — Providers, click Providers.
2. Under the New Provider heading, click the Add Without Guided Setup option.
   The Add Provider view appears.
3. Entity Type — Select Non-person.

Basic information

4. Name 1 — Enter a descriptive name.
5. Medical group — Select the provider's medical group.
6. Sex — Select Male or Female, if applicable.
7. Phone — Enter the provider's phone number.
8. Provider group — Select the provider's provider group. 
   Note: This field is required if your practice is an athenaEnterprise organization.
9. Social Security number — Enter the provider's Social Security number, if applicable.
10. NPI number — Enter the provider's National Provider Identifier, if applicable.

Billing

11. Billed name — Enter the provider's name as it should appear on paper claims and statements (typically this name matches the Name 1 field).
    Note: If you enter a value in the Name field in the Patient Communication section of this page, that value overrides the Billed name value.
12. Credentials — If this option is selected, deselect (box should be unchecked).
13. Provider type — Select the provider type. This selection determines whether the provider requires a different supervising provider for billing and other purposes.
14. Provider taxonomy — Click choose to display the Taxonomy Lookup tool and select the most specific provider taxonomy that applies.
15. Specialty — Select the provider's specialty.
16. Signature — Do not select this option for a non-person provider (leave the box unchecked).
17. Default supervising provider — Leave this field blank.
18. Missing Slips Worklist — Select this option if services for this provider should be tracked on the Missing Slips worklist in the Workflow Dashboard.
19. NDC TAT — Enter the provider's NDC TAT number, if applicable. NDC is an electronic clearinghouse; providers who submit claims through NDC must have this number set up.

Workflow

20. Scheduling name — Enter the scheduling name for this resource. This name appears in menus and on appointment and scheduling pages to identify the provider.
    Note: After you save a scheduling name for a provider, you cannot edit it in athenaOne. If you need to change the scheduling name, please contact the CSC by selecting Support > Create Case or Call in the Main Menu.
21. Scheduling resource type — Select the provider's scheduling resource type, if applicable.
22. Scheduling note — Enter any notes that should appear on the Schedule Appointment page for this provider.
23. Encounters — This field appears only if your practice uses both athenaCollector and athenaClinicals. Select this option if you want athenaOne to open a new encounter when a patient checks in for an appointment with this provider.
24. Referrals — Select this option if this provider is an athenaCoordinator referring provider.
25. Practice role — Enter the resource's practice role.
26. Reporting name — Leave this field blank.
27. Ordering — Enter a number to indicate the order in which the provider should appear in menus. Providers are ordered by Ordering, then by Practice role.

Patient Communication

28. Patient Portal — Select the Display this provider in the Patient Portal option if you want the provider's name to appear in Patient Portal menus. If you do not select this option, patients cannot send messages or request appointments for this provider.
    Note: This field appears only if you have the athenaCommunicator service.

29. Name — Enter the name for the provider as it will appear in email messages to patients (Subject line, body, and signature of the email). This name is also used in the greeting of automated calls and on the Patient Portal, as well as on patient statements.
    For billing statements, the name you enter in this field overrides the value entered in the Billed name field.

    • You can select the Same as billed name option to use the provider name specified in the Billed name field.
    • If you prefer not to display the provider's name, you can enter "Your Provider" in this field.
30. SMS name — Enter a shortened name for the provider as it will appear in automated text messages to patients (20-character maximum).
• You can select the Same as name option to use the provider name specified in the Name field.
• If you prefer not to display the provider's name, you can enter "Your Provider" in this field.
31. Primary department — Select the provider's home department as it should appear on the Patient Portal.
    Note: This field appears only if you have the athenaCommunicator service.

32. Click Save.
    The new non-person provider record appears in the list of providers on the Providers page.