A simple examination of how to add Examiners in Simplexam.

Before the magic of Simplexam can begin, Examiners need to be added along with some key data points that will be used in generated documentation, appointment scheduling, and billing functions. In this article we will cover adding Examiner data, how to make an Examiner an active user, adding their service locations, and specific examiner settings that will impact scheduling and appointment durations. Let's get started.

Add an Examiner

1. Click Users on the left side bar.
2. Next, click on the Add Examiner button at the top right of the screen.
3. Examiner Information 
   • See Figure 3 in the Examiner Screenshots section below.
     
   • Enter the Examiner's Full Name and Suffix in the provided fields.
   • If the examiner will be a user of Simplexam enter the email address, if not you can skip this step.
4.  Mailing Address
   • This tab is used for indicating the Examiner's mailing address and contact information. 
   • See Figure 4 in the Examiner Screenshots section below.
   • If a Mailing Address was added in the Subscriber Settings and that address will be the mailing address for the Examiner being added, check the Same as Subscriber Address checkbox to auto-fill the mailing address for the examiner.
   • Having a correct mailing address entered here is important because it will be generated on different forms and is the address where the medical records, correspondence, or any other documents will be mailed for the examiners in your Simplexam account.
5. Billing Provider
   • This tab is used to indicate the account that bills will be sent under.
   • See Figures 5a and 5b in the Examiner Screenshots section below.
   • Choose Individual or Organization
   • Enter the appropriate Tax ID, SSN, or EIN
   • Upload a completed and signed W-9 Form
   • Enter the Examiner / Billing Provider Name
   • Add Mailing Address for where payments should be sent manually, or by checking either the Same As Subscriber or Same as Examiner checkboxes.
   • Enter the Examiner's NPI Number and DOL Provider Number (if applicable).
6. Rendering Provider
   • This tab is primarily used to identify the Examiner's Provider details and signature.
   • See Figures 6a and 6b below in the Examiner Screenshots section below.
   • Check the Same as Examiner Name checkbox to auto-fill the Examiner Name, or enter it manually if it is different. 
   • Check the Same as Billing Provider NPI Number to populate the same NPI number used on the Billing Provider Tab, or enter it manually if it is different.
   • Search for the appropriate Taxonomy Code by typing in the box or by scrolling and selecting it.
   • Click the Add License button to enter a License Number and State. An Examiner may have more than one License.
   • Upload the Examiner's Signature. Click here for more information on how to upload a signature. NOTE: The Examiner's signature being uploaded into Simplexam is a critical step in order to ensure the signature is added to specific generated documents, proof of service forms, etc.
   • Select a Provider Type and enter a Specialty. If the examiner is a psychologist or psychiatrist, checking the Psych evaluations checkbox will ensure the appropriate procedure codes, exam types, and documents are available in Simplexam for their evaluations.
7. Service Locations
   • This tab is for adding up to 10 Service Locations where the Examiner will be providing examinations. Click here for more information on Adding Service Locations for Examiners.
   • See Figure 7 in the Examiner Screenshots section below.
8. Examiner Configuration
   • This tab is primarily used to configure default appointment durations, what type of scheduling the Examiner prefers, and integration with Google Calendar.
   • See Figure 8 in the Examiner Screenshots section below.

3. Examiner Information	4. Mailing Address	5a. Billing Provider	5b. Billing Provider  continued
6a. Rendering Provider	6b. Rendering Provider continued	7. Service Locations	8. Examiner Configuration