Providers

You can add and manage providers with ease.

    Required Fields

  • Name
    Enter the provider’s display name (max 20 characters).
  • ZIP Code
    Enter a five-digit ZIP (no dashes or spaces).
  • County
    Choose from the state-specific list (the counties automatically change based on the jurisdiction in use).
  • Facility Type
    Select Facility (e.g., hospitals) or Non-Facility (e.g., physician offices).

    • Under the Medicare Physician Fee Schedule, some procedures have a separate Medicare fee schedule for a physician’s professional services when given in a facility (such as a hospital) or a non-facility.

    Generally, Medicare gives higher payments to physicians and other health care professionals for procedures performed in their offices because they must supply clinical staff, supplies, and equipment.

    Optional Selection

  • Provider does not participate in Medicare
    Check this if the provider opts out of full Medicare participation. Some healthcare professionals decide not to participate fully in Medicare. As to such providers, for services under the Physician Fee Schedule, the fee is determined by first reducing the typical fee schedule price by 5% and multiplying the result by 115%.

    • Actions

  • Add Provider
    Saves the new provider and makes it immediately available for use.
  • Cancel
    Returns you to the dashboard.

    • Existing Providers (right panel)

    Use the search box or A–Z filter to locate a provider you’ve already added. Click a name to open Manage Providers for edits.

    Selecting a Provider

    On the right-hand side of the page, you’ll see a list of Existing Providers.

  • Use the search box to quickly locate a provider by name; or
  • Browse using the alphabet navigation to filter providers by their starting letter.

    • Click a provider’s name to load its details into the editable fields on the left side of the page.

    Editing Provider Details

    Once a provider is selected, its details (such as Name, ZIP Code, County, and Facility Type) will appear in the editable form.

  • Make the necessary changes and click Save Changes to update the provider.
  • If you make changes but do not save, a warning will appear reminding you of unsaved changes.

    • Learn more about different facility types ›

    Medicare Participation

    The form includes a checkbox labeled Provider does not participate in Medicare.

  • This option adjusts how the provider’s fees are calculated under the Medicare Physician Fee Schedule.
  • Use this field only if the provider is officially nonparticipating.

    • Learn more about Medicare participation ›

    Deleting a Provider

    You may delete a provider using the Delete Provider button but only if the provider is not currently in use.

  • If a provider is tied to existing projects, you’ll see a Cannot Delete This Provider warning.
  • To delete, first remove the provider from all associated projects.

    • Projects Using This Provider

    Below the form, you’ll find a Projects Using This Provider section. This table shows all projects linked to the provider, along with key details like Project Name, File Number, ID, and Modified Date.

    You can click Open to view or edit a project directly from this table.

    Adding New Providers

    If you need to create a new provider, use the Add New Provider button in the top-right corner. This will take you to the Add Provider page.

    How It Works

  • The Provider dropdown lists all providers you previously added using the Add Provider page.
  • The list auto-populates from your saved provider records—no need to retype names.
  • Just click the dropdown and select the appropriate provider for that row.

    • Tip: When adding new rows (either via the Tab key or the plus (+) icon), the provider name is automatically copied from the preceding row.

    Want to Add a New Provider?

    To add a provider not yet in your list, go to the Add Provider page, complete the required information, and return to the Edit Project page. Your new provider will appear in the dropdown immediately.