Create an Individual Provider Record

An individual provider record can be used to represent an individual member of a service provider (other than your organisation).

Before commencing this process, you will want to ensure that there already exists a service provider record representing the organisation that the individual provider belongs to.

Use the following steps to create an individual provider record.

1.           Click Resources in the menu sidebar, then click Individual Providers.

2.           The Individual Providers screen displays. Click +Create New.

3.            The New Provider screen displays.

The First Name, Last Name, Company and Email Address fields are required fields.

In the Company field, you can select any service provider in your organisation.

If 'Careview Connect Access' is set to Read Only Access, an associated Connect profile will be created. If the individual provider did not have pre-existing access to Careview Connect at the recorded email address (as may have been provided to them by another organisation), they will receive a New Careview Connect Registration providing them instructions on accessing Connect for the first time.

4.           Click Save.

5.           The newly created individual provider is now available in the Individual Provider page.

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