To add a provider:
- Ensure you are in Practice View .
- Click the Service Providers tab in the vertical nav.
- Click the button to add a provider.
- Complete the relevant fields.
- Click Save.
- You can then go into the provider record by clicking it 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.