An Overview Of Providers in Doctivity


At a high level, a provider record in Doctivity can include:

  • Name
  • Credential
  • Specialty
  • NPI
  • Location
  • Organization
  • Phone, mobile, and email
  • Provider labels
  • A shared provider profile note area

Providers are used in a few major ways in Doctivity:

  1. Directory and CRM-style management
  • You can browse all providers in All Providers at /providers/
  • You can also view FavoriteRecent, and Affiliated provider lists
  • Each provider has a detail page where users can review contact details, associated organization, labels, and profile information
  1. Activity tracking
  • Providers can be tagged on Activity Notes
  • Each provider has an Activity Notes tab showing notes where that provider was tagged
  • This helps your organization track outreach and relationship activity over time
  1. Market and claims analysis
  • Providers can have Market Data showing projected patients, captured pediatric patients, captured claims, payors, service lines, and organizations they share patients with
  • They can also have Shared Patients views to understand directional provider relationships
  • The Captured Codes tab shows diagnosis and procedure codes tied to that provider
  1. Client-supplied performance data
  • If your organization has uploaded EMR or billing data, some providers may also have:
    • Metrics
    • Billing
    • Visits & Referrals

A few important notes:

  • Providers are not the same as contacts. In Doctivity, a provider has an NPI; a contact does not.
  • Provider data can come from claims-based sources, client-provided data, and user-added relationship management information.
  • What you see for a provider can vary depending on what data your client has available in Doctivity.
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