Mark a Health Provider as "Do Not Use"

Certain firms may have unfavorable experiences with specific doctors. This can occur when a provider lacks professionalism, refuses to negotiate liens, or presents scheduling challenges. In such instances, a firm can flag a doctor as do not use, which will display a red note above their name in search results.

From the Medical Treatment Tab

• Navigate to the client's case whose provider you want to mark as do not use.
• Go to the Medical Treatment Tab.
• Scroll to the desired provider.
• Click the dropdown arrow at the end of the provider's row.
• Select Edit.

• An Edit Treatment Provider pop-up window will appear.
• Click Edit underneath the provider's name.

• An Edit Provider Contact pop-up window will appear.
• Click the do not use checkbox.
• Click Save.

• A red do not use note will appear above the provider's name when it comes up in search.

From the Health Providers Report

• Navigate to the Health Providers Report under the Reports Tab of the Main Menu.
• Select the desired provider's specialty from the dropdown.

• Click Update.
• Locate the provider you want to mark as do not use.
• Click the dropdown arrow at the end of the provider's row.
• Select Edit.

• An Edit Provider Contact pop-up window will appear.
• Click the do not use checkbox.
• Click Save.

• A red do not use note will appear above the provider's name when it comes up in search.

From the Contact Directory:

• Click on the Main Menu home icon in the top left of your account.
• Navigate to the Management dropdown and select Contact Directory.
• In the contact directory, choose the Health Providers option from the dropdown. 

• Search for the provider you want to mark as do not use.
• Click the dropdown arrow at the end of the provider's row.
• Select Edit.

• An Edit Provider Contact pop-up window will appear.
• Click the do not use checkbox.
• Click Save.

• A red do not use note will appear above the provider's name when it comes up in search.

NOTE: A provider marked as Do Not Use can not be used with our records retrieval integrations.