Custom Provider Fields

To create a new custom field:

• Navigate to Credentialing → Settings → Custom Provider Fields.

• Click + Add Field.

• Enter the Field Name (e.g., “Internal Provider ID”).

• Select the Field Type (Text, Dropdown, Date, Checkbox, etc.).

• (Optional) Mark the field as Required if it must be completed for all providers.

• Click Save.

The new field will now appear in the provider profile under the Custom Fields section and be available for reporting.

Tip: Before creating a new custom field, check existing ones to avoid duplicates. Too many overlapping fields can complicate reports and user workflows.

To update an existing custom field:

1. Go to Credentialing → Settings → Custom Provider Fields.

2. Locate the field you want to edit.

3. Click the Edit icon.

4. Make necessary changes (e.g., rename the field, adjust field type, update options).

5. Click Save Changes.

Note: Editing a field name or type will update how data appears in provider profiles and reports. Review dependent forms or reports before making major changes.

Deprecating a field removes it from active use while retaining its historical data for records and reporting.

 To deprecate a field:

1. Go to Credentialing → Settings → Custom Provider Fields.

2. Find the field you want to deactivate.

3. Click Deprecate.

4. Confirm your action.

The field will move to the Deprecated Fields list and will no longer appear in provider profiles for new entries — but previous data remains accessible for reporting or audits.