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Set up a physician

A physician is a person associated with patient care, admissions, and clinical documentation.

Before you start​

You need:

  • An organization. See Set up an organization.
  • Admin access to add a physician.
  • The physician's name and, when available, email address, phone number, signature name, title, NPI, fax number, employment dates, and authorized signer information.
  • The email address to use for an invitation if the physician should sign in to RehabAlpha.

Choose a physician setup workflow​

There are two ways to set up a new physician in RehabAlpha:

  • Manual setup: Add the physician directly in RehabAlpha. Use this workflow when you are entering one physician or want full control over each detail as you create the record.
  • Import: Upload one or more files with physician information using the import tool. This is explained in Import data.

Import does not create user accounts or send user invitations. If an imported physician should sign in to RehabAlpha, invite them after the physician record is created.

The steps below explain the manual setup workflow.

Manually create a physician​

  1. Open People.
  2. Click Physicians.
  3. Click New physician.
  4. Confirm the Role is Physician.
  5. Enter the physician's basic details, such as first name, last name, phone number, birthdate, and email.
  6. Turn on Invite user if the physician should receive an invitation to join the organization.
  7. Enter the invitation email address if it should be different from the physician's email.
  8. Enter location details when available, such as state, city, street address, ZIP code, and ZIP+4.
  9. Enter physician details, such as title, supervisor, authorized signers, National Provider ID (NPI), and fax number.
  10. Add employment periods when you want RehabAlpha to track when the physician worked with the organization.
  11. Add tags or notes when helpful.
  12. Click Save.

RehabAlpha creates the physician person record. If Invite user was turned on, RehabAlpha also sends the invitation email.

Invite a physician after creating the person​

You do not have to invite a physician at the same time you create the physician record.

  1. Open the physician.
  2. Click Settings.
  3. Click Invite user.
  4. Confirm the invitation email address.
  5. Send the invitation.

If an invitation is pending, expired, or rejected, the physician settings page lets you send a new invitation. Pending invitations can also be revoked.

Manage physician access and settings​

  1. Open the physician.
  2. Click Settings.
  3. Update the available settings for that physician.

Depending on your permissions, the settings page may include user permissions, notice subscriptions, invitation controls, and danger-zone actions.

Use Unlink user when the physician should no longer have access to the organization but the physician person record should remain available for admissions, documentation, signatures, notices, or reporting.

You should know​

Only admins can add physicians or delete people.

You cannot delete a person who is linked to a user. Unlink the user first if the physician should lose access but the person record should remain.

Do not delete a physician if the record is still needed for admissions, documentation, signatures, notices, or reporting.

Frequently asked questions​

Does every physician need to be a user?​

No. Create a physician person record whenever the physician needs to appear in RehabAlpha workflows. Invite the physician as a user only when they need to sign in.

Where do I connect a physician to a patient?​

Add physicians to the patient's admission. Open the patient, click Admissions, open or create the admission, and use the Physicians section.

What is the difference between a physician and an authorized signer?​

The physician is the person responsible for the physician signature. An authorized signer is another person who can sign on behalf of that physician when your workflow allows it.

Can I change a physician to another role?​

The role field is locked after a person is created as a physician. If you selected the wrong role, create the correct person record instead.

What to do next​

After creating the physician, add the physician to patient admissions when they should appear in clinical documentation or signature workflows.