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Sets carriers on clinicians/{email}, which is the field the
new-appointment-requests page reads to decide whose requests a clinician can see.
Someone with none sees an empty board. Match to credentialing grants exactly the
carriers their credentialing supports and takes back the ones it does not, so nobody
picks up a referral for a plan they cannot bill. Add and remove by hand for anything
credentialing cannot answer; those edits save immediately.
Creates the two documents a new clinician needs: their profile at
clinicians/{email} and an empty credentialing record at
credentialing/{email}. Without the second one they never appear in the
Clinician dropdown, which is the usual reason a new hire signs in and sees nothing.
Emails are lowercased for you, since the document ID has to match the sign-in address exactly.
Onboarding tracking is switched on for everyone created here.
Preview first; nothing is written until you press Create.
Only email and name are required. Commas or tabs both work, so you can paste
straight out of a spreadsheet. tier is np, psychologist, or
masters; leave it blank and it will be guessed from the license, which the preview
flags so you can check it. Anything you leave off can be filled in later.
Use this when a clinician changes email address. It moves
credentialing and credentialingNotes from the old document ID
to the new one, then deletes the old pair. The new ID must already exist in
clinicians. Nothing is deleted until the copy is read back and verified.
Assign the role field on a clinicians document.
biller grants the read-only roster, credentialing, and rate views.
admin grants full edit. clinician is the default (own row only).
Preview first to see the current value; nothing is written until you press Apply.
Adding a clinician here does not add them to Cloudflare. Cloudflare Access decides who
reaches this page at all; the records here decide what they see once they are through.
A clinician in one list and not the other either cannot sign in, or can sign in when they should not.
How to use this. In Cloudflare go to Reusable components, then Lists, then your providers list.
Select the User Emails column and copy it. Paste it into the box below and press Compare.
Commas, spaces or one per line all work. Nothing is written anywhere; this only reads and compares.
Paste the sheet here, header row included. The Medicare and Medicare Notes columns are found by name, so the whole sheet can go in as it is. Rows are matched on the clinician's name, and nothing is written until you press Apply. Run this before pulling details out of the notes, so the notes are current when they are read.
The old sheet kept the tracking number, the PTAN and the dates inside the note. This reads those out of every note and drops them into their own columns. Nothing is overwritten: a column that already has a value is left alone, and the note text itself is never changed.
Once the columns are filled, some notes say nothing the columns do not already say. This finds those and empties them. A note is only cleared when every word of it is now in a column: anything carrying a reason, a caveat or a history is left exactly as it is.
When a status is renamed, rows already stored keep the old word until something rewrites them. This finds those and renames them in place, so a rename never depends on importing the sheet again.
Every change made on this page, newest first. Entries cannot be edited once written. Visible to you only.