Page Comparison

Click on the Provider tab in the side menu

Click on the Search option in the side menu

Enter the Organisation name or Abbreviation

Click on the Search Provider button

This will show a list of Providers that meet the searched criteria

To filter the list of Providers, in the search box above the list of Providers, start typing the Provider name to reduce the number of results.

When you see the record for the Provider you are looking for, click on the Provider code for that provider, highlighted in blue in the left column of that row

The Provider record has now been loaded.

Click on the Provider tab in the side menu

Click on the Add new option in the side menu

Enter at least the minimum required fields for an operational Provider record, and any further information in the appropriate fields

Click on the Save Details button

For a new Provider, refer to the section above "How To Create / Add a Provider Record".

For an existing Provider, load the provider record or refer to the section above "How To Load a Provider Record".

Click on the Assign Roles dropdown box to select the role that you want to assign to the provider

Click on the Assign Role button

A provider record may have many assigned roles. Repeat steps 3 and 4 as necessary for your provider.

Load the provider record or refer to the section above "How To Load a Provider Record".

Click on the delete icon next to the role to be removed

A warning message will appear  - Are you sure you want to delete the selected item

To proceed, click OK, or to keep the assigned role, click CANCEL.

Load the provider record or refer to the section above "How To Load a Provider Record".

Scroll to the bottom of the page

Click the Add File Attachment button

Click on the Purpose drop box and select the required option from those available

Click on the Category drop box and select the required option from those available

Enter the Name to be used for the Attachment

Optional - Enter a brief description of the Attachment

The Permission Level field should be set to the lowest permission level that is to be allowed access to read or open the file, such as Staff. It is recommended not to set it to the Student level for security reasons.

Click the Browse button and select the file from your local computer that contains the image.

When the details above have been completed, click the Save File Attachment button.

Once these details have been added, you are then able to update these details as you please, and the new details will be immediately updated across all report and letter templates that are currently configured to use them.

Load the provider record or refer to the section above "How To Load a Provider Record".

Scroll to the bottom of the page and click the relevant button to Edit Billing Address or Edit Current Address.

Once you have entered the appropriate details for the specified contact detail type, click the Save Provider Contact Details button.

Once you have saved the new provider details, you have the option of copying those details to the alternate contact type by clicking the button to the left of the Save Provider Contact Details button, and then clicking the Save Provider Contact Details button.

At the top of the page you can then choose to update the contact details for any other contact role that exists for the currently loaded provider record, by clicking on the blue hyperlink for that contact role, then updating and saving those details.