The provider library is the directory of physicians and referral sources that intake, orders, and billing all read from. It lives at Settings → Agency Management → Providers. What matters most here is each provider's Preferred Method — it decides how every order reaches them for signature.
Read the directory
The list shows every provider with columns Provider / Facility, Type, Preferred Method, and Rules. Type identifies what kind of source it is — MD, NP, PA, PCP, or an organization such as Hospital or SNF. Use the search box to find a provider, and View details on a row to see their Phone, Fax, Preferred Method, and Rules.
Add new providers with Add Provider.
The preferred method drives order delivery
Each provider's Preferred Method — portal/eSign, fax, or email — is not informational. When an order is approved and sent:
The provider's preferred channel is marked Preferred in the order's Send via options — eSign (DocuSign), Fax, or Email.
Sending routes by that preference automatically; the sender does not have to look it up.
Follow-up timing is also suggested from the provider's rules.
See Upload and send documents for the outbound flow itself.
Warning: A stale fax number or email quietly strands orders — they go out to a dead end and sit unsigned. When orders to one provider keep stalling, check their contact details and preferred method here first.
Rules
The Rules column captures provider-specific handling — special routing or signature requirements the team should honor when sending. Check it before working around a provider's process manually.
If something goes wrong
Orders to a provider keep going unsigned. Open View details and verify the Preferred Method and the fax or email on file. Orders follow the preference; fix the directory, not each order.
A provider is missing from intake or order screens. They are not in the library yet — add them here, then return to the order.
The same provider appears twice. Pick one entry as canonical and route new work to it; ask your administrator to clean up the duplicate.