Profile. Profile... 1 Providers... 5 Locations... 10

Transcription

1 Table of Contents Profile Profile... 1 Providers... 5 Locations Profile Purpose: The Profile tab allows you to update your practice information, including your logo, address, and contact information. Best Practices and Examples: You want to edit your practice contact information, such as your phone number and address. The phone number appears on your practice profile for patients. Add a photo for your practice. This photo or logo appears in notifications to patients about their appointment status. Add keywords to help your practice appear in searches, such as cardio, heart, and EKG for a cardiology practice. Directions for Updating Profile Information: Step 1: Click on the Profile tab and select the Profile page. 1

2 Step 2: While most of these fields will already be filled in for you, you can edit the fields for your profile. Fields you may edit include the practice name, organization NPI, categories, keywords, phone number, and address. You may also upload a practice logo and add a business description. The photo or logo will appear in s sent to patient such as appointment confirmation and denial messages. 2

3 Note: The Categories field is a pre-selected drop-down where you can choose which descriptions best match your practice (i.e. Family Physicians). At least one category is required. It is a fixed list of options. Keywords is a text field where you can insert your own keywords to match your business practice, such as derm or cardio. The more keywords you have, the more likely you will appear in patient searches. You may select multiple categories and keywords for your practice profile. Step 3: The bottom of the page will require you to input a billing address, if you do not already have one on your profile. 3

4 Step 4: When you have finished making the changes to your practice profile, scroll to the bottom and click Save Changes. 4

5 Providers Purpose: To edit your practice s provider information, including adding providers, disabling providers, and editing individual provider profiles. Best Practices and Examples: Add a new provider that just joined your practice so their appointments become available on Everseat. Disable a provider that recently left your practice. Change provider profile information, such as their specialty and keywords, to improve patient search results. Directions for Provider Information: Step 1: Click on the Profile tab and select the Providers page. 5

6 Step 2: To create a new provider profile, scroll to the bottom of the Providers page and click the button to Add a provider. If you do not see this button, contact Everseat to create a new provider space for your practice. You can also add a referral-only provider if you have the referral tool activated. Step 3: To disable a provider, click Disable next to their name. This will hide the provider from patients and currently available appointments for the provider will be deleted. Select Confirm Disable to confirm your changes. 6

7 Note: A disabled provider will remain on your Providers page until your next renewal date. You can enable them again if you want patients to be able to request appointments for the provider. Step 4: Click Edit next to an active provider to edit his or her profile. 7

8 Step 5: The provider s profile form will appear at the bottom of the page. You can edit any of the existing fields, including their name, contact information, biography, NPI, and categories/keywords. Editing a provider s categories and keywords will help provider better search results for patients. You should also add a photo for your provider here. Note: If you submit the provider s address, the provider will be the primary recipient of s that patients reply to. For instance, if a patient receives an from Everseat saying their appointment was denied, they can reply to the . Their response will be sent to the respective provider if the provider s address was saved to the provider profile. To prevent s from going to the provider, omit their address from their profile. Replies will instead be sent to the location address. Phone number and SMS are not required. If phone number is included, it will appear on the provider s profile and be listed with available appointments. If it is not provider, patients will see the location phone number. The provider s NPI is used for insurance verification. 8

9 Step 6: Click Save when finished making edits. 9

10 Locations Purpose: If your practice has multiple locations, you can use the Locations tab to manage the different locations. Best Practices and Examples: Add or remove a location for your practice Update location-specific information, such as address, phone number, and Directions for Provider Information: Step 1: Click on the Profile tab and select the Locations page. Step 2: The form to add a new location will automatically appear on this page. Select Default Location? if this location will be your primary location. The default location appears first when you login and view the Manage Appointments tab. Fill out the information for the new location and click Add when done. Note that patient replies to s will go to the provided for that location unless a provider was also saved to the provider s profile. 10

11 Step 3: For existing locations, you can choose to edit or delete the profile. 11

12 Step 4: If you click Edit, the location s information will appear on the bottom of the screen. Make changes to this form and then click Save when done. 12