Merge - Adding New Physician
Once an add request has been received, follow the below steps to add the Physician within Merge Admin.
1. Prior to adding physician into merge, validate the NPI
- https://npiregistry.cms.hhs.gov/registry/
2. Prior to adding physician into merge, pull up the ERP Doctor Additions list within the Public Drive
- Note: To find the ERP Doctor Additions list, go to Business Office (i:), Scheduling Folder, and select ERP Doctor Additions
3. Log into Merge
4. Launch Admin Portion of Merge
5. In the list (left side), scroll to the Physicians section
6. Click on "Physician"
7. Before searching, confirm that the radio button for "All" is selected
8. Search in the field titled "Physician" by name. [lastname,firstname]
9. If nothing comes up, search by only a few letters of the first and last name to confirm there is not a profile created already.
10. If no matches appear, click "Add" at the bottom of the Admin screen
11. Enter the Doctors information into the Add/Edit Physician Screen
- First Name and Last Name
- Middle Initial (If Provided)
- NPI Number pulled from the NPI Registry Website
- Note: LAST RESORT, use default NPI # of 1215985437
- Select the correct Suffix
- Enter the Specialty (Note: Review the NPI Registry. It should be listed on the website)
13. On the "Add/Edit Physician" screen, next to the "Practice" field, click the "Add" button
14. On the next screen that appears (Physician Practice Search), click "Add" button
15. On the "Add/Edit a Practice" screen, complete the following information:
- Enter the physician's name identically in the fields named "Practice Code" and "Practice Name"
- Example: William H Smith MD
- Enter the physician address (Street number, street name, and suite name only. Do not enter city, state, or zip)
- Using the ERP Doctors Additions spreadsheet, fild the next available number and enter it in the PMIS Field
- Complete filling out Address 1, Address 2 (if applicable), Zip Code, Phone, and Fax (if available)
16. Once complete, click "Complete"
16. On the "Physician Practice Search" screen, double click on the address that was just added
17. The "Add/Edit Physician" screen will appear
18. Under the "Practice" dropdown, click on the physician's name
19. Make sure that the correct physician listed is selected in blue under "Practice Name"
20. Click on "Location Settings"
21. The Physician Office Parameters screen will appear
22. Update the Distribution Method
- Check the box for Fax Report if receiving reports via fax. If fax, enter the fax number without dashes.
- Check the box for Print Report if receiving reports via mail. Note: Enter a 1 in the Number of Print Copies box.
- Note: Both options (fax and print) can be selected for the same physician.
23. Update the Physician PMIS field to include the correct PMIS number from the ERP Doctors Additions list
24. Click on "Complete"
25. On the "Add/Edit Physician" Screen, click "Complete"
26. If there is an MRN listed in the change request, review the patient file to confirm the change is shown on their appointment.
Updated: 11/12/2019
