Page Description

Use the Add External Provider page to create or edit a record for a provider who is not a member of your organization. For example, you may need to do this if a patient receives testing orders from an outside specialist. In this case, you need to add the outside specialist as the ordering provider, but this provider does not need to be given full access to Copia. You may add external cc result recipients in the Add/Edit Recipients page and the Ordering Provider Search quicksearch pop-up window, accessed from the Order Patient Samples topic.

Note that when placing an order with an external provider who does not have a host code, Copia both sends the provider’s ID as the host code in the HL7 message and adds the provider’s ID as the external provider’s host code.

For more help, click one of the following links:

• Accessing this Page
• Adding or Editing an External Provider

Accessing this Page

• Click the Add External Provider button after performing a search on the Ordering Provider Search or Order Patient Samples pages.
• Click the Name of a provider on the Ordering Provider Search page.

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Adding or Editing an External Provider

1. Enter the provider's demographic information in the fields listed below to create a file for the external provider.
• Last Name*: Enter the last name of the provider. This field is required.
• First Name*: Enter the first name of the provider. This field is required.
• Middle Name: Enter the middle name of the provider, if desired.
• Degree: Enter the provider's degree.
• NPI: Enter the National Provider Identifier (NPI) code for the provider. If you have validation for NPI fields enabled on the System Defaults administration page, Copia will ensure the value you enter here is valid.
• CLIA ID: Enter the provider's CLIA identification number.
• Time Zone: Select the provider's time zone from the drop-down list. The drop-down defaults to the system default time zone setting.
• Phone Number: Enter the provider's phone number, including the Ext., if necessary.
• Email Address: Enter the provider's email address.
• Address 1: Enter the provider's address.
• Address 2: Enter the provider's address, if necessary.
• ZIP/Postal Code: Enter the provider's ZIP or postal code.
• City: Enter the provider's city.
• State/Region/Province: Enter the provider's state, region, or province.
• Country: Enter the provider's country.
2. Select one or more delivery methods for this provider. This selection is required.
• Send results to FAX#: Select this option and enter a fax number to send the results for this patient's tests to the provider's fax machine. If fax is enabled as a delivery mechanism, Copia selects this delivery method for the external provider.
• Deliver to Location Inbox: Select this option to send the results for this patient's tests to the inbox for the current location. You may then print and mail the results to the external provider, if appropriate.
• Send Results to External Provider's Email Address: Select this option to send the results for this patient's tests to the specified external provider's email address.
3. Click Cancel to return to the Order Patient Samples page without adding an external provider.
4. Click Save to create the new file for the external provider and to return to the Order Patient Samples page with the external provider selected as the ordering provider.

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