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.

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.

• Related Articles

• Edit an Individual Provider from the Client Profile

  If you need to change any information about an Individual Provider, use the following steps: 1. Open the Client Profile. Click Individual Providers. 2. The Individual Providers table displays. Under Actions, click Edit on the Individual Provider ...

• 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 ...

• Delete an Individual Provider on the Client Profile

  Use the following steps to delete a Individual Provider from a client profile. 1.      Open the Client Profile.  Click Individual Providers. 2.     The Individual Providers table displays.  Under Actions, click Del on the Individual Provider record ...

• Add one or more Client Profiles to the Individual Provider record

  Use the following steps to add one or more existing Client Profiles to the Individual Provider record ( the record in turn will also be listed under the Individual Providers tab within the client's profile ) 1.           Click Resources in the menu, ...

• About the Individual Provider

  You can associate specific individual providers to a Client Profile and they appear in a list on the Client Profile record, for example: This is typically used for: Careview Plan Management clients who want to associate the Support Coordinator that’s ...