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 is 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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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 is stored in an AVETMISS compliant form.
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| title | 1. How to Create / Edit a Provider Contact Record |
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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. 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.
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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. Once you have entered and edited the appropriate and required details for the specified contact category, click the SAVE PROVIDER CONTACT DETAILS button.
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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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