Onboarding New Staff > Add New Provider

Mobile Wound Care Industry
January 30, 2026•2 min read

Use this workflow to onboard a new healthcare provider by entering their complete profile, including contact, professional, and credentialing information.

The menu for adding a new provider in provider management

Step 1: Launch the New Provider Form

  • Click the “+ Access New Employee Onboarding” link on HR & Compliance dashboard.

  • A form will appear allowing you to input all new user details.

  • Select role assigned as Provider

  • After completing all required fields, click Create User to save the new entry to the system.

Once all required fields are completed, click Create Provider to save and add the new provider record to the Provider Management list. Please note that fields marked with an asterisk (*) are mandatory and must be filled out before submission. If you wish to exit without saving any entered information, click Cancel to close the form and return to the main Provider Management screen.

How to fill out new employee (role= provider) details

1. Basic Information

Basic information of new employee/provider

This section captures key identity details of the provider:

  • First Name, Middle Initial, Last Name

  • Print Name

  • Status (e.g., Active/Inactive)

  • Gender

  • Initials

Contact Information

Contact information of new employee/provider

Enter the provider’s contact and location details:

  • Address (Line 1 & 2), City, State, ZIP Code

  • Phone Number and Email

  • Primary Service Location

3. Professional Information

Professional information of the new employee/provider

Capture professional and licensure details:

  • Specialty and Specialty Code

  • NPI (National Provider Identifier)

  • Group NPI, UPIN and State License

4. DEA Information

DEA Information of the new employee/provider

Document controlled substance authorization:

  • DEA Number

  • DEA Active Date and DEA Termination Date

5. Tax Information

Tax information of the new employee/provider

Capture tax and billing attributes:

  • Tax ID and Tax ID Type (e.g., SSN, EIN)

  • Organization Type (e.g., Individual Practice)

  • Taxonomy Code

  • Billing Facility Name

6. Classification

Classification of the new employee/provider

Specify provider classification and network affiliation:

  • Network Affiliation

  • Select applicable flags: Is Resident and/or Is Care Manager

7. Signature

Signature of the new employee/provider

Enter the provider’s name as it should appear on system-generated documents.
This signature will be used for authentication on all forms, prescriptions, and official communication.

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