Provider Class Setup

Provider Classes allows you to run more effective reports based on provider information. Provider classes are designed to let you filter for a group of providers that are not listed consecutively in the provider list. The different classes are set up by clicking the Lists menu, Provider, and Class. When you click the New button, you will see the following window.

Class ID is the code that will be entered into the Provider Class field on the Provider screen. Class Name and Description are self explanatory fields.

Tips and Tricks:

Provider classes allow you to group providers together for report filtering purposes. Practices with only one provider or doctor would not need to set up any Provider Classes.

If you are part of a larger office, you may want to create classes for providers that specialize in different areas. You may also want to create a class for different types of providers such as nurse practitioners or PAs.



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