Where to find it
Open the file → "Edit file" (pencil next to the name)
- Open the file and press "Edit file" next to the name.
- Complete the name, the external ID (Medicaid number, license or NPI, worker ID), the phone and the email.
- Choose the preferred language: every email and SMS to this person goes out only in that language.
- Press "Save". The control number is assigned by the system and cannot be edited.
Please note
Without an email you cannot request documents, send the nurse packet or assign patients: the chip "Incomplete — email missing" reminds you.
