Step 1- Click on the PROVIDERS menu.
Note (Optional Step): In the drop-down list you can filter the providers to facilitate your search.
Steps 2 and 3- Locate your PROVIDER and at the end of its corresponding row click on the DETAIL button.
Fig. Steps 1, 2, and 3.
Final Steps- Your PROVIDER file is shown here:
BLOCK 1: (In that same order from left to right)
Entry Time Button- Button that allows the functionality of Coordinate Visiting Hours and Enters Notes.
Edit Button- Function to edit the Data of your Provider.
Invite Button- Here you give access to your Provider to the system, by means of an invitation that reaches your email.
Remove Access Button- You eliminate the possibility for the Provider to access the system.
Impersonate Button- Through this button, you can impersonate your Provider account, for adequate support.
Fig. Block 1.
BLOCK 2: Panel that shows the personal data of your Provider.
Fig. Block 2.
BLOCK 3: (In that same order from left to right)
Requirements Tab- Manage the Provider documents required by the Agency.
Rates Tab- Provider salary allocation.
Services Assignment Tab- Services provided to clients of the Agency by the Provider.
Payments Tab- Payments made to the Provider.
Termination History Tab- History of termination of activities of the Provider in the Agency.
Signatures Tab- Provider signatures.
Fig. Block 3.