To add a provider:
- Ensure you are in the My Practice view (the home view ).
- Click the Providers tab in the vertical nav.
- Click the icon to add a provider.
- Complete the relevant fields.
- Click Save.
- You can then go into the provider record by clicking on and selecting the icon to add specific contacts at each provider (using the Provider People sub tab) as well as other more detailed information.
Provider types are categories that can be configured by your PractiFI System Administrator.