Creating a Provider

Creating a Provider

Creating a Provider:

Step 1: 

Click on the cog icon in the top right-hand corner of the Portal screen to access the Maintenance Panel:


Step 2: 

Once you have accessed the Maintenance Panel, select the option for 'Providers':


Step 3: 

Once you have accessed the Providers page, click on the option to 'Add New':


Step 4: 

Next, fill out the details of the Provider to create their Provider record:


Creating Provider Contacts:

Step 1: 

To add Provider Contacts, click on the 'Contacts' tab under the new Provider record:


Step 2: 

Next, click on the option for 'New Contact':

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Step 3: 

Then fill out the details for the Provider Contact:

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