Overview
Adding providers to OneSpot gives you quick, centralized access to key details as you work through aging claims. Storing provider information—such as contact details and provider-specific IDs—within OneSpot ensures everything you need is easily accessible in one place, helping you work more efficiently and stay organized. Once the provider is saved, you can easily add additional provider IDs as needed.
Note for RevolutionEHR Users:
- If you are using RevolutionEHR, providers are automatically imported from RevolutionEHR > Admin > Employees/Roles > Employees. The import includes the provider's first and last name, individual NPI, email, address, preferred phone, and status. These details cannot be edited directly in OneSpot; instead, they must be managed in RevolutionEHR. OneSpot will update this data during the nightly sync. If you need it refreshed sooner, refer to the RevolutionEHR - Create OneSpot Connection documentation for instructions.
Add Providers
1. Navigate to Admin > Providers.
2. Select Add Provider in the right-hand corner.
3. Complete the Provider Information fields.
4. Select Save. View the Add & Manage Additional Provider IDs documentation for more information about configuring the Additional Provider IDs field.
Documents, Notes, and History Tabs
Documents Tab: Upload, view, and location-related documents.
Notes Tab: Add internal notes—track timelines, issues, or important details.
History Tab: View a log of changes made to the location data.
Update Provider Status
To deactivate or activate a provider, select the deactivate or activate icon in the Status column. Although providers cannot be permanently deleted from OneSpot, deactivating them removes their information from the list of active providers.