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How to Create a Provider in RoutingBox Classic

Routingbox allows individual providers to be directly added to Clients, Trips, and Accounts.

The Provider label can be changed to display as a Program if your operation works more closely with Programs rather than Providers.

Navigate to the Scheduling screen and select the Providers icon to bring up the fields for a new Provider.

  1. First enter the Provider's Name*, Provider #, and Class.

  2. Next you will add the Primary Address*.

  3. Any contact information such as Phone, Fax, and Email can also be entered.

  4. The provider's Medicaid ID and License # can be entered, and is often required by different accounts, and Medicaid, when billing trips.

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