Add a medical provider to a claim

You can add a medical provider in both the Contacts and Claims modules. To add a medical provider in the Contacts module, see Add a medical provider. To associate a medical provider with a specific claim, you must add the medical provider to the claim. To add a medical provider, access the desired claim and:

  1. Select Contacts from the claim menu.
  2. Navigate to the Medical Provider section.
  3. In the Medical Provider Name box, type the medical provider’s name.
  4. If the name you type matches the name of an existing medical provider in BriteCore, a list of possible matching medical providers will appear below the Name box. Select the correct name.
  5. If the name you type matches the name of an existing BriteCore contact, after you’ve typed the name and pressed Enter/Return on your keyboard, a Did You Know? dialog box will open with a list of possible matching contacts. Select the correct name from the dialog box. If you can’t find a matching name, select Create New Contact. See Complete the New Contact dialog box for an individual or Complete the New Contact dialog box for an organization.
  6. If the name you type doesn’t match a name that exists in BriteCore, when you press Enter/Return after typing the name, the New Contact dialog box will open. See Complete the New Contact dialog box for an individual or Complete the New Contact dialog box for an organization.

Usage consideration

To view additional contact information about the medical provider, select the blue person icon. When you add or select a medical provider’s name, BriteCore displays the name and contact information in the Medical Provider section.