How to Add a PCP via the Patient Information Tab?
Purpose:
To provide clinicians with a quick method to add Primary Care Physicians (PCPs) to patient records directly from the patient information screen, streamlining care coordination setup.
Scope:
This article covers:
- Accessing the PCP addition feature
- Using the quick-link button to PCP settings
Excludes: - Editing existing PCP relationships
- PCP search functionality
- Insurance-specific PCP requirements
Procedure:
- Navigate to Patient Info:
- Open the patient's Information Tab
- Access PCP Section:
- Locate the PCP information area
- Add New PCP:
- Click the new PCP quick-link button
- Complete PCP details in the settings panel
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Patient Information -> the PCP section now has a button to link you to the PCP settings to quickly add new ones
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