Editing Diagnostic Provider Connections

You can edit diagnostic provider information anytime from your practice settings. This includes both electronic and non-electronic connections.

How to Edit a Provider

Go to Practice Settings › Diagnostics › Diagnostic providers.
Locate the provider you want to update.
Click the pencil icon on the provider's row.

Update provider information and click Save.

Depending on the type of connection:

Non-electronic connections: You’ll be able to edit the provider name, the alias, the account number, and the Contact and Address details. Practice admins can also replace the provider’s test compendium with your own test list — see Uploading Your Own Test Compendium for a Fax Diagnostic Provider.

Edit Provider for a fax connection with Contact and Address details

Electronic connections: You’ll be able to edit the alias and the Contact and Address details. The account number can’t be changed.

Edit Provider for an electronic connection with Contact and Address details

The Contact details (Fax number, Phone number, NPI) and the Address are optional. On orders sent by fax, they print in the Facility section of the requisition.

Provider Alias

The Alias is an optional name your team gives a provider account, for example to tell two accounts with the same lab apart. It must be 3 to 140 characters.

When an account has an alias:

It replaces the provider name in orders and results
It appears under the provider name in your provider list
You can find the account with Search by provider name or alias

Patients still see the provider name. Two active or pending accounts of the same type at the same location can’t share an alias, and an alias can’t match the name of another such account that has no alias. Likewise, an account without an alias can’t use a name another such account already uses as its alias. Saving a conflicting alias or name shows "Another account at this location already uses this name or alias."

Pending Connections

If a connection is still pending, you can edit all fields — including provider name, alias, type, account number, clinic location, and the Contact and Address details — until the setup is finalized.

Edit Provider for a pending connection with all fields editable

After Editing

Changes are applied immediately and will reflect in all future orders sent to that provider. It’s recommended to verify that the updated details are correct before submitting new requests to ensure results and reports are properly routed back to your practice.