Adding Physicians

and
Ancillary Providers
Adding Physicians and Ancillary Providers
Overview
CPR+ contains prescriber / physician and ancillary provider databases. This document describes how to
add entries to both of these databases. In addition, it presents how to:

Perform a document merge with physician data,

Associate documents with both physicians and providers, and
Associate supply kit templates with ancillary providers.

Copyright 2013 by
Definitive Homecare Solutions
All Rights Reserved.

This document is the copyrighted proprietary property of Definitive Homecare Solutions. The unauthorized copying without
proper software license or altering of this document, whether in hard copy or digital format, is strictly prohibited. While every
effort has been made to ensure the accuracy of this publication, Definitive Homecare Solutions assumes no liability for error or
omission from use of the information.

For a complete list of CPR+ documentation, please refer to the softwares F1 Help or
the Training Resource Center (training.cprplus.com).

Definitive Homecare Solutions

707 Park Meadow Road
Westerville, OH 43081

Document History
Writer(s) SMEs / Editors Release Date Version Edition / Changes
Laura Modisette Tony Clark 9.0a

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Table of Contents
Adding Physicians and Ancillary Providers ................................................................................................. 1
Overview .................................................................................................................................................. 1
Adding Physicians to Your Prescriber Database .................................................................................... 3
Prescriber / Organization Tab ................................................................................................................ 4
Prescriber Section ............................................................................................................................... 4
Organization Section........................................................................................................................... 5
License Info / Notes Tab ......................................................................................................................... 6
License Info Section ............................................................................................................................ 6
Notes Section ...................................................................................................................................... 6
Contacts Tab ............................................................................................................................................7
Working with Physician-related Documents .......................................................................................... 9
Performing a Document Merge .......................................................................................................... 9
Associating a Document with Your Physician ................................................................................... 11
Adding Ancillary Providers to Your Provider Database ........................................................................ 13
Ancillary Provider / Notes Tab ..........................................................................................................14
Contact Tab ........................................................................................................................................ 15
Working With Provider-related SKTs and Documents ......................................................................... 16
Attaching a Supply Kit Template to an Ancillary Provider................................................................ 16

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Adding Physicians to Your Prescriber Database
To add a physician to CPR+, select Main Menu > Databases > Prescribers > Prescriber List
window. Click Add.

CPR+ displays the Add a New Physician window.

Complete the fields on this window and click Continue.

Both the last name and license # are required.

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Prescriber / Organization Tab
CPR+ displays the Edit Physician window with the physician information you just entered.

P rescriber Section
Type all of the information you have about this physician into the appropriate fields. The more
complete this information, the more complete your CPR+ physician database.

Prof. Designation Select the appropriate designation from the pop-up window, or click
Add a New Entry to enter another designation.
Specialty Select the physicians specialty on the Select a Specialty window, or click Add a
New Entry to add a specialty.
Site If you are in a multi-site environment, choose the site associated with this prescriber.
Click the drop-down and select the site from the pop-up window. This field defaults to All Sites.
Phone and Fax Numbers Enter the phone numbers primary and alternate and the fax
number for the physician.
E-mail Enter the physicians email address.
CMN Delivery Click the drop-down to select the physicians preferred CMN delivery
method: fax, electronic, mail / hand delivered, or web portal.
Allow Web Access? Click this checkbox if this physician must be able to access your Web
Portal.

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 PECOS Enrolled CPR+ checks this box after performing an enrollment check and finding a
match between this physicians information and the information in CMSs PECOS list. We
recommend you download the most current PECOS list and perform this check if you file
Medicare claims.
Exclude from PECOS Check Check this box if you wish to exclude this physician from the
PECOS check. We strongly recommend that you do NOT check this box if you file Medicare
claims.

Organization Section
Complete the organization section with all of the information you have about the physicians
organization, clinic, or practice.

Organization name and address Enter the name and address of the physicians
organization.
Contact Type the name of the primary contact person at this organization.
Sales Code If applicable, select a sales rep for this prescribers organization.
RR MCR# - Enter the Railroad Medicare number.

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License Info / Notes Tab
This tab allows you to enter the physicians various identification numbers and any prescriber-related
notes.

License I nfo Section

CPR+ automatically populates the license fields you entered on the Add a New Physician window.
Complete as many of the other license numbers as possible, including the UPIN#, Medicaid, and
Medicare provider numbers, if this physician treats patients with these types of claims.

Note the following fields:

License Last Verified This is the date that your organization verified that this physicians
license is current and valid.
Initials Enter the initials of the person who verified the license.
License Next Verified This is the date when your organization next needs to verify this
physicians license. We recommend that you verify a physicians license annually.
Initials Enter the initials of the person who will verify the license.

Notes Section
This section allows you to enter free-form text about a prescriber. Type any pertinent information about
this physician in this scrolling field.

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Contacts Tab
The final tab is the Contacts tab.

On this tab you may add, edit, or delete contacts associated with this physician.

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To add a contact, click Add Contact. CPR+ displays the Edit Contact window.

Enter information about the contact, including name, organization, and ways to contact.

Click Referral Source if this contact is a referral source for your organization.

Click Allow Web Access? if this contact must be able to access your Web Portal.

Click Primary Contact to make this contact the primary contact for this organization. Note that CPR+
completes the Site, Org Type, and Associated Org fields. Click Save & Close.

To edit a contact, highlight the contact in the grid, and click Edit Contact. Make the changes to the
contacts information on the Edit Contact window, and click Save & Close.

To delete a contact, highlight the contact in the grid, and click Delete Contact. CPR+ asks if you want
to remove this contact. Click Yes.

When you have entered all information for a physician on all tabs, click Save & Close.

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Working with Physician-related Documents
You can create letters and other documents that you routinely send to a prescriber using the Word
document merge function. You can also associate documents, like faxes or scanned documents, with a
physician using the Document Management system.

P erform ing a Docum ent M erge

You must have Word installed on your computer to perform a document merge.

To create a merged document, you first need to create a Word template for each type of document you
wish to create. Create these templates by selecting Main Menu > Utilities Menu > Create Word
Documents. Click Physicians.

Select all of the fields you wish to include in the template, click Save & Close.

CPR+ displays the Template Name window. Enter a name and click Save & Close.

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CPR+ saves the unformatted template with the name you provided and opens Word. Use Word to
create a formatted document using these fields. Save the Word merge document.

Next select a physician. Select Main Menu > Databases > Prescribers > Prescriber List window.
Highlight the physician of interest.

Click the Word icon, .

CPR+ displays the Word Merge Templates window.

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Highlight the name of the template you wish to use. Click either the Open Word to Edit or the Send
to Printer radio button. Click Merge.

CPR+ merges the physicians data with the template. The completed document is either displayed in
Word or sent to the printer, depending on your previous selection.

Associating a Docum ent w ith Your P hysician

Select Main Menu > Databases > Prescribers > Prescriber List window. Highlight the physician
of interest.

Click the Document icon, .

CPR+ displays the Document Management System window. Click Add.

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Select the type of document from the Document Type pop-up window. Then complete information
about the document and upload the file to CPR+.

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Adding Ancillary Providers to Your Provider Database
To add an ancillary provider to CPR+, select Main Menu > Databases > Ancillary Providers >
Ancillary Provider List window. Click Add.

CPR+ displays the Edit Contact window.

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Ancillary P rovider / Notes Tab
This tab has two sections for data entry, the Ancillary Provider and Notes sections.

Type the organization name, address, and phone and fax numbers and enter the providers NPI
number.

Select the provider type from the Select An Ancillary Provider Type pop-up window or to add a new
provider type, click Add a New Entry.

Select the sales rep from the Sales Rep pop-up window or to add a new sales rep, click Add a New
Entry.

If you are in a multi-site environment, choose the site associated with this provider. Click the drop-
down and select the site from the pop-up window. This field defaults to All Sites.

The Notes section allows you to enter free-form text about an ancillary provider. Type any pertinent
information about this provider in this scrolling field.

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Contact Tab

To add, edit, or delete a contact, see the Contact Tab section earlier in this document.

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Working With Provider-related SKTs and Documents
You can associate supply kit templates (SKT) with an ancillary provider when that provider routinely
uses these supply kits. You can also associate documents, like faxes or scanned documents, with a
provider using the Document Management system. For more about how to associate documents with a
provider, see Associating a Document with Your Physician in this document.

Attaching a Supply Kit Tem plate to an Ancillary P rovider

To add a supply kit template, click the SKT icon on the Ancillary Provider List window.

The icon may appear as or , depending on whether the provider has or does
not have an SKT already attached.

CPR+ displays the Supply Kit Templates Assigned window.

Click the box next to each supply kit template you wish to attach to this provider. Click Save & Close.

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