Editing Resources

1. From the Admin menu, click Resources and select Provider Setup, Staff Setup, or Office Resource Setup.
2. Click the link for the provider or staff member's Last Name, or the Resource Name.
3. Edit the following fields, as necessary. The available fields will depend on whether you are editing a provider, staff member, or office resource.

   Field	Description
   Active ?	If selected, makes the provider available in the system
   EyefinityEHR ?	If selected and if the provider uses Eyefinity EHR, appointments scheduled in Eyefinity Practice Management appear in the Eyefinity EHR Quick List. The text field is automatically filled with a system-generated Eyefinity EHR ID number when you click Save.
   Provider ID Staff ID Resource ID	The unique alphanumeric ID. The ID is displayed on patient invoices and transactions generated by the provider or staff member for tracking and auditing purposes.
   Provider Name Staff Name Resource Name	The provider's or staff member's first and last name, or the name of the office resource. The provider’s name appears in box 33 on the CMS 1500 form.
   Login Name	The provider or staff member's login name for Eyefinity Practice Management. The default login password for new users is start123. Users are prompted to set a new password the first time they log in to the system.
   Credential	The provider’s credential.
   DEA #	The provider’s DEA number.
   Eyefinity EHR ID	The provider’s Eyefinity EHR ID. Complete this field if you selected the EyefinityEHR check box.
   Professional Signature	The provider’s professional signature. This signature is autogenerated using the provider’s first name, last name, and credential, but you can modify it. It appears in box 31 on the CMS 1500 form.
   Works at Office(s) Use at Offices(s)	A drop-down list of offices. Select the office(s) where the provider or staff member works, or where the office resource is available.
   Default Exam Minutes	The default number of exam minutes in which the scheduler should increment appointments. You can select default exam minutes in any 5-minute increment between 5 and 90 minutes.
   Allow Overbooks	The maximum number of overbookings that are allowed in each time period. Selecting 0 prevents appointments from being double booked on the resource's schedule.
   License # (Provider)	The provider’s default license number. If the provider has licenses in multiple states, click + License to add them. Enter the License # and select the State. Only one license can be entered per state. Click Delete next to a license to remove it. The license number appears next to the provider name on printed prescriptions and patient statements. If the provider has multiple licenses recorded, the license number for the state in which the office is located prints.
   License # (Staff)	The staff member’s license number.
   Provider NPI #	The provider’s NPI number. The NPI number appears in box 24J on the CMS 1500 form.
   TPA #	The provider’s third-party administrator (TPA) number.
   Phone	The provider’s phone number. The phone number appears in box 33 on the CMS 1500 form.
   Fax	The provider’s fax number.
   EIN	The provider’s or staff member's employer identification number (EIN). The EIN is required for ANSI insurance claims. The EIN appears in box 25 on the CMS 1500 form.
   HIPAA Privacy Signature Date	The HIPAA privacy signature date.
   HL7 Provider ID	The HL7 provider ID. Record this information if you are integrating with another practice management system and you purchased the HL7 Interface.
   Online Schedule	If this check box is selected and your company uses Eyefinity Integrated Online Scheduling, this resource is available for online scheduling
   Electronic Patient Notifications	This check box enables Electronic Patient Notifications for the resource, if you have that service set up.
   Telehealth User (Provider and Office Resource)	Note: This field is available only if your office is set up for Telehealth Services. Select whether the resource will be available for telehealth appointments. Select Never to prevent the resource from being booked for telehealth appointments. Select Part Time to allow both in-office and telehealth appointments for this resource. Select Full Time to allow only telehealth appointments for this resource. For more information on telehealth services, see Setting Up and Using Certified Partner Telehealth Integrations with Eyefinity Practice Management.

4. If you are editing a provider, click + Signature to add or replace the Electronic Signature that appears on all of the provider's prescriptions.
   1. Select an image file of the provider's signature and click Open. The image is uploaded.
   2. To crop the uploaded image, click and drag your cursor diagonally inside the image until the desired area is selected, and click Save Crop.
   Signature image files must adhere to the following specifications:
   
   Image Type: .PNG, .JPG, .GIF, .TIF, or .BMP
   Max Width: 188 pixels
   Max Height: 44 pixels
   Max Size: 128K
   
   For instructions on resizing images to meet these requirements, see Resizing Images.
5. Click Save. The changes you made are saved

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