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Viewing your providers

You can view and manage your providers from: Settings → Providers Here you will see all of the clinic, location and practitioner profiles currently set up on your Effra account. Before adding a new practitioner, check this list to make sure they have not already been set up.

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Adding a practitioner or location

If you bill insurers using an individual practitioner’s provider number, you will need to add that practitioner to Effra.
  1. Go to Settings → Providers.
  2. Click Add provider.
  3. Select the correct provider type from the drop down menu.
  4. Enter the practitioner’s name.
  5. Add any names (aliases) they may appear under in your practice management system.
  6. Add their professional registration number.
  7. Add their provider number for each insurer they are registered with.
  8. Click Create provider.
You only need to enter provider numbers for insurers that the practitioner is registered with.

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Practice management system aliases

Effra uses the practitioner’s name to match invoices from your practice management system to the correct provider. If a practitioner can appear under a different name in your practice management system, add this as an alias. For example, if the provider is set up in Effra as Alexandra Smith, but appears in your PMS as Alex Smith, add Alex Smith as an alias. If there are multiple variations, enter each one on a separate line. You do not need to create a second provider simply because the same practitioner appears under a different name.

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Professional registration number

Select the practitioner’s professional registration type and enter their registration number (e.g. HCPC or GOsC) Effra uses this information when preparing certain insurer submissions, so invoices may move to Action Required if the required registration information is missing.

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If an invoice says the provider is missing

An invoice may move to Action Required if Effra cannot match the practitioner on the invoice to a provider in your account. Check that:
  • the practitioner has a provider profile in Settings → Providers
  • their name or PMS alias matches the practitioner on the invoice
  • their professional registration details are present
  • their provider number for the relevant insurer has been added
If everything appears to be configured correctly and the invoice remains in Action Required, contact Effra support from the invoice.