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Changing a user from a resource to a provider

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Last Post by Anonymous 12 years ago

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Anonymous

(@Anonymous)

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Topic starter

Good morning,

Can anyone tell me how you would change a current user from a resource to a provider? We have a physician who has been working with us in a research capacity for some time who is now becoming one of our Responsible Providers. I had originally set him up as a Resource, but now want to change him to a Provider. I don't see that as an option. We are on CPS 9.5. Thank you for any input.

Pat Apanasewicz

IT Coordinator

GI Associates, LLC

Milwaukee, WI

Posted : July 2, 2012 12:16 am

angelahunsberger

(@angelahunsberger)

Posts: 290

Reputable Member

I think you have to inactivate the Resource then add the Physician as a Provider. You might have to take out the login and put an obsolete one in the resource so the real provider login can be attached at the Responsible Provider level. You will have to rebuild the schedule templates and also put that provider in the saved schedule view so it shows up on the daily schedule. Cool

Posted : July 5, 2012 4:25 am

Anonymous

(@Anonymous)

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this is only possible for normal users and billable users.

for billable resouces: you can promote then to application users

as soon as you mark them a billable providers and put some information in the billing fee tab they will automatically be promoted to responsible providers..

Posted : July 6, 2012 3:08 am

Anonymous

(@Anonymous)

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Topic starter

angelahunsberger said:

I think you have to inactivate the Resource then add the Physician as a Provider. You might have to take out the login and put an obsolete one in the resource so the real provider login can be attached at the Responsible Provider level. You will have to rebuild the schedule templates and also put that provider in the saved schedule view so it shows up on the daily schedule.

Thanks Angela, that's what I ended up doing. Just wasn't sure if there might be an easier way. I appreciate your response.

Posted : July 8, 2012 11:41 pm

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