Healeo
⌘K

Sarah Chen

System Admin

Profile

Add Provider

Onboard a new provider with AI-assisted credentialing, scheduling, billing configuration, and access setup.

AI Actions:

Provider Identity

Basic demographic and employment information

English Spanish

JPG, PNG up to 5MB

Professional Details

Credentials, education, and specialties

AI Recommendations Active
Preventive Care Chronic Disease Management Women's Health

AI Recommendation

Based on Family Medicine specialty, I recommend enabling 20-minute new patient visits and 15-minute follow-ups. Would you like me to configure this schedule template?

Licensure & Credentials

State licenses and board certifications

State License # Issue Date Expiration Status
California A123456 Jan 15, 2020 Jan 15, 2026 Active
New York NY-789012 Mar 22, 2021 Mar 22, 2027 Active

DEA registration is required for prescribing workflows.

Practice Locations

Assign provider to clinics and departments

Healeo Downtown Clinic

Primary Location • Family Medicine Dept

Accepting Patients

Healeo Northside Clinic

Secondary Location • Walk-in Clinic

Not Accepting

AI Scheduling Optimizer

Visual schedule builder with intelligent recommendations

Time
Mon
Tue
Wed
Thu
Fri
Sat
Sun

Coverage Gap Detected

Your clinic is missing Family Medicine coverage on Friday afternoons. Dr. Bennett could fill this gap.

Billing Configuration

Rendering provider and payer enrollment

AI Billing Insight

Provider specialty indicates eligibility for CPT 99213 default for established patients. Taxonomy code 207Q00000X detected.

Access Permissions

Role-based access control and security

MFA Required

Authenticator app enabled

SSO Enforced

Okta integration active

Session 8h

Auto-logout enabled

Telehealth Configuration

Virtual care settings and cross-state permissions

Telehealth Enabled

Provider can conduct virtual visits

Cross-state telehealth enabled for CA, NY, and TX via IMLCC compact.

Document Center

Required credentials and certifications

4/6 Verified

Curriculum Vitae

Uploaded Jan 15, 2024 • Verified

CA Medical License

Uploaded Jan 15, 2024 • Verified

DEA Certificate

Required for prescribing workflows

Drop documents here or click to upload

AI will automatically extract provider data

Compliance Engine

Automated screening and training verification

OIG Exclusion

Cleared • Jan 20, 2024

Pass

SAM Exclusion

Cleared • Jan 20, 2024

Pass

Background Check

Completed • Jan 18, 2024

Clear

HIPAA Training

Due in 15 days

Pending

Activation Dashboard

Final validation and go-live readiness

92%

Provider Readiness Score

Dr. Bennett is almost ready to see patients. Complete the remaining items to activate.

4/6 Documents 2/2 Locations Schedule Pending

Missing Items

DEA Certificate
Friday Schedule Template