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Overview
The Providers - Edit Contact Info menu supersedes the use of the address information shown on the main provider record. This screen was added to ensure provider address information was stored in an AVETMISS compliant form. This knowledge article will provide a workflow on how you can add and edit a provider’s contact information in Paradigm.
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Workflow
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Four Address Types in ParadigmThere are four types of addresses that may be maintained within Paradigm: | Address Types | Brief Overview |
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| 1 | Residential / Semester / Term / Current Address | Contact details for the User during an active semester of study. | | 2 | Permanent / Billing Address | Contact details for the User whilst not actively working, for example during the semester break period. | | 3 | Emergency Contact Address | Contact information to be used in an emergency to reach a friend, family member or guardian of a specific user. | | 4 | Employer Address | Contact details for the user's place of employment, if a subcontractor or visiting Scholar |
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Contact Information Related FieldsField Name | Brief Overview |
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To | The name of a 3rd party or person whose attention is required on any physical correspondence | Attention Name | The Users full name. this field will appear on printed letters along with address details | Property Name | e.g. The Burrows - If the user doesn't provide a property name please leave this field blank | Flat / Unit no | e.g. Unit 4 - If the user doesn't provide a sub address please leave this field blank | Street Number | Street number - this field is only to be left blank if the Postal Box field has been completed - a warning message will appear if this field is left blank to confirm that it is correct | Street Name | Name of Street including street type e.g. Brown Road | Postal Box | For a postal address with a non street address e.g. PO Box 9994 | City | City or Suburb. This field is a smart field that contains all suburbs, States and Postcodes of Australia to ensure the correct Suburb / State / Postcode Combination is entered | Postcode | Australian postcode field - this will auto populate when the Suburb is selected in the above field | State | The state is normally auto populated with the colleges home state - when the suburb is selected in the Suburb field this will auto populate with the correct state as selected. If the State does not correspond to an Australian State please change the field to Select State and enter the details into the 'Or' box | Or | This field is intended only for Non-Australian State information | Country | The Country is defaulted to Australia please change if required | Mobile | Mobile Phone number | Home | After Hours contact number | Day Phone | Working Hours contact number | Fax | Fax number | Email | Either personal email address or institution email address depending on the institutions preference | IM Protocol | Instant messaging system or program preference e.g. Skype, Hip-chat, Messenger - including Username | IM Address | Web address for Instant messaging |
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Implications
NOTE
The “Edit Contact Info” providers menu in Paradigm supersedes the use of the address information shown on the main provider record. This screen was added to ensure provider address information was stored in an AVETMISS compliant form.
Workflow
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| title | 1. How to Create / Edit a Provider Contact Record |
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Click on the Provider tab in the side menu
Click the Search option in the side menu
Enter either the Organisation full name or Abbreviated name into the search box
Click the Search Institution button
This will return a list of Providers that meet the searched criteria
To filter the returned options in the search box above the returned results start typing the Provider name. This will reduce the number of results.
Click on the blue hyper link on the left side of the required record.
Click on the Edit Contact Info option in the side menu
Click the blue Address Type button
Enter the required information into the fields as described above
Click the Save Provider Contact Details button
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How to or a Provider Contact Record
Load the Provider’s Record
, , , Choose Providers > Search > Enter the organisation name or abbreviation > Click the SEARCH button. Image Added After clicking the SEARCH button, it will show a list of providers that meet your searched criteria. You can filter the result more by entering more keywords relating to the provider name that you want to search in the Filter Box. When you see the record for the Provider you are looking for, click the provider code hyperlink under the first column. This will load the provider record. Image Added
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INFO: In the sample screenshot above, SILVER is selected as the provider record to be searched. |
After clicking the chosen provider code hyperlink, an EDIT PROVIDER DETAILS Form section will appear, detailing all the provider information saved in the system. Add or edit the contact information
Once the Provider Record is loaded, choose Providers > Edit Contact Info menus on the side. This will open the CONTACT DETAILS section of the provider’s record in the system. In the CONTACT DETAILS Form section page, you can add or edit the following contact types: Residential, Billing, Employer Address, Emergency Contact Details. You can either (Option 1)click the blue hyperlink of each type under the CONTACT DETAILS Form section above or (Option 2)click the drop-down menu under the CONTACT DETAILS -PROVIDER Form section to start adding and editing the contact information. Image Added Once you have entered and edited the appropriate and required details for the specified contact category, click the SAVE PROVIDER CONTACT DETAILS button. Image Added
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INFO: Once you have saved the new provider details, you have the option of copying those details to the alternate contact type by clicking the COPY FROM PERMANENT or BILLING DETAILS button, and then click the SAVE PROVIDER CONTACT DETAILS button again to copy. |
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