This article provides an overview for the Provider Details, Providers Journal, Providers Support List and Providers Users.
TABLE OF CONTENTS
Providers Details
By clicking onto the providers name it will take you to the Providers Details page. Here is where you can manage the details such as contact details, the name and the description for the provider as well as add blocks and units and add/remove services that the provider gives.
Providers Journal
The Providers Journal allows officers to add notes and attachments that are specific to the provider, this journal is separate to the clients journal.
The features on the Providers Journal work in the same way that the clients journal works where you are able to add new entries, filter on entries, search journal entries and print individual entries or the whole journal.
Note: You can mark things as important and have the option to show these entries to the provider or hide them from the providers view.
Providers Support List
The Providers Support List gives overview of the clients that are currently receiving support. This screen is broken down into Application, Service, Block, Start Date, End Date and who the Case Officer is, all which can be filtered.
Did you know: Clicking into the applications listed on the Support List will fast-track you to the clients details screen.
Providers Users
The Providers Users screen is where you can manage setting up users who work for that provider. This screen is also where you go to remove users that no longer work for the provider and therefore no longer need access.
Once the user has been created you can amend the user information, reset the password and view the users audit history.
There is also the ability to delete users which can be later viewed by selecting the "Show Removed Users" button. There is also the feature to reinstate a deleted user.
