Providers

Owned by Adam Evans
Jun 13, 2017
1 min read


Note

NOTE: The providers must be created prior to adding arrangements and assigned to the business categories they support. A provider must have at least one branch linked to it. Branches can be used as divisions or teams.


Note

NOTE: Refer to the bulk change tool for changing/reassigning provider details in existing arrangements.

Accessing the Providers;-

  • Click Maintenance on the upper navigation bar.
  • Click on Providers on the lower navigation bar.

Adding Providers

Note

Once you have created the new provider,you can add 'Plan Names' which the provider offers, and multiple branches (use for divisions/departments etc).

Viewing and Editing Provider Details;-

Adding New Branches;-