Provider

Last updated: 2026-03-29

Provider Directory

This module allows you to maintain a centralized list of healthcare providers. In the context of your health lab, a "Provider" is typically a referring doctor, an external clinic, or a hospital that sends patients to your facility for testing or treatment.

When Do I Use This?

  • When a new doctor starts referring patients to your lab and needs to be selectable in your system.
  • When setting up a list of partner clinics and hospitals your lab works with.
  • When you need to fix a typo in a doctor's name so it prints correctly on lab reports.

How To Use

Adding a New Provider

  1. Go to Health Lab → Providers from the main menu.
  2. Click the + New button.
  3. Enter the complete Name of the doctor or facility.
  4. Click Save. The provider is now available for receptionists to select when registering patients.

Updating an Existing Provider

  1. Open the Providers list.
  2. Use the search bar to find the specific provider.
  3. Click on their name to open the record.
  4. Update the Name field as needed.
  5. Click Save to apply your changes.

Field Descriptions

Field Name Description
Name The official name of the physician or medical facility (e.g., "Dr. Sarah Jenkins" or "City General Hospital"). This is what prints on patient reports.
Created On / Created By System Generated: Automatically records the date and the staff member who originally added this provider.
Modified On / Modified By System Generated: Automatically tracks the last time this provider's record was updated and who made the change.
Tip: Agree on a standard naming format with your team (for example, always using "Dr." before a physician's name, like "Dr. John Smith"). This makes it much easier for your reception desk to quickly search and select the correct provider using the autocomplete tool during busy patient registrations.
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