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How to add a provider requirement? (Agency and Provider Access)

How to add a provider requirement?

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Written by Darwin Saiz
Updated over 3 years ago


Step 1- Click on the PROVIDERS menu.

Note (Optional Step): In the drop-down list you can filter the providers to facilitate your search.

Step 2- Locate the PROVIDER you want to add the requirement to and click on it.

Fig. Steps 1 and 2.

Step 3- Once inside the PROVIDER profile, under the tab REQUIREMENTS you will see the types, then click on the +ADD button.

Fig. Step 3a.

Fig. Step 3b.

Step 4- Click on the drop-down list and select the requirement.

Step 5- Click on the Next button.

Fig. Steps 4 and 5.

Step 6- Select the Status.

Step 7- Pick an issue or expiration date when appear.

Note (Optional Step): Add any comments.

Step 8- Click on Panel Attachments to add the file you need.

Step 9- Click on the Finish button.

Fig. Steps 6, 7, 8, and 9.

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