Adding Providers to an Office

1. Navigate to the upper left-hand corner drop-down. There you will see your name and the “Office Admin” tab

2. Once you’re in your Admin view, you will have the option to manage your Offices, Groups, Providers, and Users, as well as view all referrals and view different reporting options. 

Within your Admin view, you can add providers to your office. In order to add a provider to your office, they would need to already be in the Cloudmed system. You’ll find that most providers will already be in the system, if they are not, the support team will be able to add them to the system for you, which will then allow you to add them to your office!

3. To add a provider to your office, select the “Manage Offices” tab. There you will be able to add a provider by their NPI. Please note, adding the NPI will populate the provider's name, you are not able to add a provider by typing in their name, only the NPI. 

4. Make sure to select the “save changes” button to save the changes you’ve made. 

If you have multiple offices and a provider works at multiple locations that you manage, repeat these steps for each office.

Additionally, if an NPI is entered and you receive a message stating “no results found”, that simply means the provider needs to be added to Cloudmed.

You can always reach the support team by utilizing the “Contact us” button right within your account

In order to add a provider, we need the provider's full name and NPI. 

You can also fill out the “Request a Provider” form right within your account. That will send the support team a request to add the provider to Cloudmed. Here is how you can do so:

5. Navigate to the "Provider Request Form"  form within your standard work queue under the “Refer Patient tab”

6. Click on the “click here” which will populate this form 

7. Complete the form and click “Submit Provider Request”. The support team will send you a message when the provider has been added.