Individual Providers
Add and View Individual Provider Notes
Add and View Individual Provider Notes This article explains how to add and view Individual Provider Notes. In the View Provider screen you can view and add notes. This function allows you to Filter by Note Type, Search by Document Name, Note and ...
Download Individual Provider Records
Use the following steps to Download your Individual Provider records to a CSV file in Careview. 1. Click Resources in the menu, then click Individual Providers. 2. The Individual Provider screen displays, under Actions, click on ...
Upload new Individual Provider Records
Use the following steps to Upload new Individual Provider records into Careview. 1. Click Resources in the menu, then click Individual Providers. 2. The Individual Provider screen displays Under Actions, click on Download to CSV ...
Reactivate an Individual Provider Record
Use the following steps to reactivate an Individual Provider. 1. Click Resources in the menu, then click Individual Providers. 2. The Individual Providers screen displays. Click on the Provider you wish to reactivate. 3. The ...
Deactivate an Individual Provider Record
Use the following steps to deactivate an Individual Provider. 1. Click Resources in the menu, then click Individual Providers. 2. The Individual Providers screen displays. Click on the Provider you wish to deactivate. 3. The ...
Edit an Individual Provider Record
Use the following steps to edit an Individual Provider record: 1. Click Resources in the menu, then click Individual Providers. 2. The Individual Providers screen displays. In the relevant row, click on any field to open the View Provider page for ...
Delete one or more Client Profiles from the Individual Provider record
Use the following steps to delete one or more existing Client Profiles from the Individual Provider record. 1. Click Resources in the menu, then click Individual Providers. 2. The Individual Providers screen displays. Click on the ...
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, ...