Service Provider
Bulk ABN Registration API Validation Check
We have integrated our Service Provider ABN Look up with the official online ABN Register via an API. The system will perform an ABN Registration check via the official online ABN Lookup API on a daily basis and identify which ABN’s are both Valid ...
Delete an Alert on a Service Provider record
Use this process if you are wanting to delete any active alerts 1. From the menu click Resources then select Service Providers 2. Search for the Service Provider you would like to add the Note to, then click on the record 3. Once the Service ...
Add an Alert to a Service Provider record
Use this process if you are wanting to add alerts with regards to Service Providers 1. From the menu click Resources then select Service Providers 2. Search for the Service Provider you would like to add the Note to, then click on the record 3. Once ...
Add a Note to a Service Provider record
Use this process if you are wanting to add any notes or attachments to your Service Provider records. 1. From the menu click Resources then select Service Providers 2. Search for the Service Provider you would like to add the Note to, then click on ...
Updating a Service Provider Company Name
This process should be used when one of your Service Providers have changed company names. The bulk update template should NOT be used for this process as duplicates can be accidentally created 1. Go to Resources and select Service Providers 2. Mark ...
Service Provider Bank Account details change notification email
When a Service Provider's Bank details are changed, the below notification email will be sent: Example email: Hi person@company.com.au, As a courtesy, we want you to know that the bank account details for 'Best Support Options' have been changed by ...
Service Provider Notification Email
When a new Service Provider is created in Careview by a user, a notification email will be generated automatically and sent to the email address set in the Notifications email address field under your Organisation Settings. This enables your ...
Download the Service Provider List
Use the following steps to Download all of your Service Providers to a CSV file: 1. Click on Service Providers under Resources in the Main Menu. 2. The Service Provider screen displays, under Action, click on Download to CSV 3. Download ...
Delete a Service Provider
Use the following steps to delete a Service Provider company. 1. Click on Resources from the Main Menu, and click to choose Service Providers. 2. The Service Providers screen displays a list of existing service providers. Click the Delete ...
Edit a Service Provider Company
Use the following steps to edit a Service Provider company. 1. Click on Resources from the Main Menu, and click to choose Service Providers. 2. The Service Providers screen displays a list of existing service providers. Click to make changes. 3. The ...
Add a Service Provider Company
It is Important that you add all of the Service Provider companies that are providing services to your clients. You can also create Service Providers in the Invoice Entry Creation screen. Before creating an Individual Provider records, it's important ...