Link an Individual Provider to a Client Profile

Link an Individual Provider to a Client Profile


Use the following steps to Link an Individual Provider to a Client Profile.

1.           Open the Client Profile.  Click Individual Providers to display the Individual Providers table. Click New.



2.           The Link Individual Provider screen displays.


Notes
  1. In the Service Provider field, type or select the name of the Service Provider (this is optional).
  2. In the Provider field, type the individual provider name.
  3. In the Service Hours field, enter the number of hours the provider is delivering to the participant, if applicable.

3.            If the Individual Provider cannot be found, the following dialog screen will display.


4.            If you wish to create one, click Create.

5.            The Add Individual Provider screen displays.  Complete the details and Click on Save.


6.           The Link Individual Provider dialog screen displays with the new Individual Provider prepopulated.

7.           Click Save.

8.           The provider's details are added to the Individual Providers table for the Client Profile.