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How to Add a Doctor to the Client Care Circle

This article will summarize the steps needed to add a Doctor to the Client's Care Circle

In order to add a Doctor to the Client Care Cirlce, the Doctor will need to be added in the Admin Dashboard.  

Step 1: Select Doctors

Step 2: First, review the Doctors listed to ensure a duplicare profile will not be entered

If the Doctor is not listed, select "Add New" and complete the required information. While only a first and last name is required, adding in additional details will allow the contact information to be easily accessed from the Client's Care Circle. 

Note: If using EVV you will want to include the NPI

Select Add New to save

Step 3: Access the Client's Care Circle and select Add to Circle

In the Relationship drop-down menu, select Doctor

Select on Person Name and begin typing the Doctor's name, options will then populate.  Select directly on the Doctor's name

Define the relationship by selecting on the appropriate relationship

Select Save

You will now see a Doctors section. To review the contact information, select edit and edit user.