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Providers

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Billing · Provider setup

Providers #

The Provider screen stores provider identity, contact, association, and billing identifier information. Scheduling resources are configured separately.

Open the Provider screen #

  1. Select the Billing tab on the Phoenix ribbon.
  2. In Important Contacts, select Providers.
  3. The Provider tab opens in the Phoenix workspace.

Information to review #

  • Identity and contact details
  • Default Associations: Supervising Provider, Facility, and Location
  • Default IDs: group status, tax ID selection, NPI, taxonomy, qualifiers, and IDs
  • ID Exceptions for insurance-specific values
Phoenix Provider screen showing contact information, default associations, identifiers, inactive status, and ID exceptions

Find and review a provider #

  1. Use the toolbar search or record navigation controls.
  2. Confirm the Quick Code and provider name.
  3. Review contact information and Default Associations.
  4. Review Default IDs and any ID Exceptions.
  5. Make changes only when you are authorized and have verified the source information.
  6. Select Save after an approved change.

Provider identifiers affect billing

Do not guess an NPI, Tax ID, taxonomy, qualifier, or insurance-specific value. Verify the value from an approved source before saving.

Check the provider’s scheduling setup #

Phoenix Resources screen showing resource details, provider association, availability, and work hours
  1. Select Schedule > Resources.
  2. Locate the intended scheduling resource.
  3. Review Default Provider, Inactive, and Work Hours.
  4. Open the Schedule and confirm that the resource is included under View Resources.

A provider may exist on the Provider screen without a corresponding visible scheduling resource. Ask an authorized administrator to review setup before creating a duplicate provider.

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Updated on September 18, 2026
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