Informed Provider Management - Manually Opt-Out Informed Providers

Note: The Informed Provider Management feature is available to users who are authorized to opt informed providers out of receiving ADT Informed Provider Direct notifications from Provider Portal.

Overview

Informed Provider Management was introduced in verison 8.2.1. A page in the Practice Management menu structure is available where administrators can search for and create new informed provider entries and opt these providers out of receiving future ADT Informed Provider Direct notifications.

Client Administrators can manually preload physicians as they join the organization and opt these physicians out of receiving notifications without ever receiving one. Opting them out here prevents scenarios where informed providers receivie two notifications when they are also tagged as an informed provider on their patient's ADT event.

Informed Provider Management

From the menu barm select Practice Mgt, then Manage Informed Providers. The Manage Informed Providers page opens. You can populate any of the elements on the page to search for an informed provider and to determine whether they are currently in the informed provider table. You do not have to add a value to any of these elements to start a search; searching without values displays all informed providers.

You can populate any or all of the following elements to search for a specific informed provider:

Element Name Instructions
Last Name Enter at least the first three letters of the provider's last name.
First Name Enter at least one letter in the provider's first name.
NPI Enter 10 digits. A link is available that connects to the NPPES NPI Registry.
Direct Address Enter any portion of the informed provider's direct address.
Username Use this element to enter the name of the Provider Portal user who manually created the informed provider. Enter SYSTEM if an ADT feed created the informed provider.
Create Date Enter the date when the informed provider was created.

Informed providers that the search identifies based on your criteria are displayed in the following manner:

Last Name First Name NPI Direct Address Create Date Opt Out Username Actions
Test Provider 1234567890 Test.Provider@Directaddress.com 04/27/2024 Yes System Button
Physician Example 0987654321 Example.Physician@DirectHealthSystem.com 05/30/2024 Yes uadministrator Button

If no providers are displayed, you can add the informed provider in this interface and opt them out of notifications. If a provider is displayed, you can update their Out Out flag. You can edit and delete all manually-added providers, but you can edit only the Opt Out flag for system-created providers, and you cannot delete them.

Editing an Existing Informed Provider's Notification Status

Complete the following steps to edit an informed provider's Opt Out status:

  1. Search for the informed provider.
  2. Select the Actions button in the provider's row.
    1. If the informed provider was created by the system, select Toggle Opt Out Flag.
    2. If a user created the informed provider, select Edit Informed Provider, then select Opt Out to change the setting.

Adding an Informed Provider

Complete the following steps to add a new informed provider:

  1. Search for the informed provider.
  2. When no providers are displayed, select Create Informed Provider.
  3. Complete the following elements:
    • Last Name
    • First Name
    • NPI (required)
    • Direct Address (required)
    • Opt Out Flag
  4. Select Save.
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