To manually create and add PCPs to your institute, please follow the instructions detailed in this article. Please note that you must have certain security roles in order to make these adjustments.
Create a PCP
1). Log into your institute and locate the "Configurations Tab".
2). Once here, select "Manage Users".
3). A new screen will arise. Click on the "Create New Staff User Button".
4). Input the information into the following fields. Specifically, at a minimum the "First Name," "Last Name," and "Email" must be filled out.
5). For PCPs, select the staff role as "Primary Care Physician". Typically, care managers have their access frequency listed as "Rare" so input this information in as well.
6). As for their security role, select the "Collaborative Care Manager". On this page, you must also click on the correct user organization and push "Save" at the very end.
7). A screen will surface confirming this information. Please note that the PCP will already be enabled due to the user settings.
Adding PCPs to Panels
1). From the dashboard, locate the "Configuration" tab. From here, select "Panel Configuration".
2). This page lists all active and retired panels within your organization. Here, you have the option to edit all panels to delete or add new providers.
3). Locate the panel(s) in which you would like to add the PCP. To add the PCP, click on the "New Team Member" button. Alternatively, if all active PCPs are to be added to this panel, select "Add All PCPs".
4). If you selected "New Team Member", add in their name, function and start date. Additionally, you have the option to input an end date if that is relevant.
5). After adjusting the panel, all of the patients with this existing panels will now have the new PCP on their care team. For more information about editing panels, please refer to this support article.