Creating and Exporting an External Provider List

Creating and Exporting an External Provider List

Creating and Exporting an External Provider List

The ICANotes External Provider List works much like a Rolodex and allows you to keep a digital directory of external contacts that are relevant to your practice. 

This list can include external or partnered providers or groups, hospitals, pharmacies, or imaging and lab contacts.

Access to the group's External Provider List is restricted to Group Administrators, as it is part of the Group Level Settings and Directories.

 

1.  From the Chart Room, click the  drawer button. 

 

2.  Go to the Group Level Settings & Directories tab.  

 

3.  Go to the Provider Directory tab.

 


4.  Use the  button to start a new entry.

 

 

When adding a new entry, feel free to select or create a "Specialty" and "Site Name." Specialty will allow you to view the contacts in groups (i.e., "Pharmacies"), making the data easier to navigate. Specifying a Site Name will allow you to sort external providers by proximity to the chosen site. This may help larger user groups who have practices in multiple, distant locations.

 

6.  Once finished adding the provider's information, click the  button.

 

 

 

Alternatively, you can add a provider from the Other Contacts tab in Patient Demographics. If you fill in the area and want to send the contact to your External Provider List, you would complete the information that you have and then use the  icon to add the contact. 

 

 

 

As an example, you can see that contact information was complete for Outpatient Psychiatrist Dr. Alice Speen, and then the green  icon was clicked in order to add this provider to the group's list of External Providers. The 'Please Confirm' popup window then populates, asking you to 'Add' or 'Cancel' adding this provider to your group's External Provider List.

 

 

Once you've done so, you can head to the Group Level Settings and Directories to view your new entry.

 

 

From here, you can add her full address and any additional information - just make sure to hit 'Save' afterwards!

 

 

This report can also be Exported by Group Administrators within ICANotes. To do this:

 

 

1. Go to the Provider Directory.

    A. Go to the Group Level Settings & Directories tab.

    B. Click the Provider Directory tab. 

    C. Click the  button.

 

 

 

2. You will receive a message explaining that the report was exported and available on the Upload Site. 

 

 

 

3. Once you logged in, go to the Exports tab (on the left) and you will find your report. 

 

 

 

 

4. Click the format that you want to use (Excel was used for this demonstration). A window will open to decide the location where you like to Save your file on the computer.

 

 

 

 

Here is an example of the exported report on Excel

 

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