Skip to main content

How to assign a provider to a recipient? (Agency Access)

D
Written by Darwin Saiz
Updated over 3 years ago

Step 1- Go to section Recipients.

Step 2- Then Click on the Recipient you want to manage.

Fig. Steps 1 and 2.

Step 3- Click on the +Add button corresponding with the Type of Provider that you need to assign to the Recipient.

Note: TAB 1 (Providers): The Providers related with the Recipient.

Fig. Step 3 - Tab 1.

Fig. Step 3 - Tab 1 (continuation).

Step 4- Click on the Drop-Down list to select the Provider that will be assigned to the Recipient.

Step 5- Click on the box to limit the Max Daily Hours.

Step 6- Click on the box to limit the Max Weekly Hours.

Step 7- Click on the button Save Changes to finish.

Fig. Steps 4, 5, 6, and 7.

Did this answer your question?