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This page guides you through outlines the creation and the management assignment of service providers against the client profile.

These are the topics in this page

  • Introduction

  • Navigating the Service Providers page

  • Additional information

  • Creating a Service Providers record

  • Editing a Service Providers record

  • Deleting a Service Providers record

    • Adjusting the Activity status of a Service Providers record

    :

    Table of Contents

    Introduction

    Brevity allows the organisation to maintain multiple service provider records against the client profile, for the purpose of being able to identify the .

    Service provider records assigned would ordinarily relate with Support Coordinators providing external CoS services and providers associated with Invoices processed by the Plan Manager, however the organisation can identify any external service organisations that have has an interaction with the participant. It is important to appreciate that the service provider records that you list within this section of the client are collected for information purposes only.

    Service Provider records are established set through the Service Providers data-grid which is located under the Related Contacts tab of the client profile.

    Navigating the Service Providers page

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    Expand
    titleClick to expand and preview a listing of the Client Contact fields that comprise the Client Service Provider page

    The following is an outline of the fields that comprise the Client Service Provider page:

    • Client: This is a drop down field that lists the name of client for which the contact relates.

    • External Provider: This is a drop down field that lists the name of the service providers maintained within the Brevity application.

    • Service Provided: This field is used to input a narration of the services that are provided by the service provider.

    Rate type

    • Trusted Provider: This field is used to

    list the contacts date of birth. The date can be specified as free text or by using the calendar picker

    • identify the provider as trusted when processing a PM invoice. It is to be noted that for the first PM invoice processed for a trusted provider, the product will provide a first invoice recieved alert as shown below.

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    • Rate type: This is a drop down field that lists the rate types.

    • Rate: This field is used to input

    the contacts age

    • the rate charged by the service provider.

    • Save: This button is used to create the record as well as save updates to an existing record.

    • Close: This button will close the Client Service Provider record page.

    • Deactivate and Activate: This button will either deactivate or make active the Client Service Provider record.

    Additional Information

    For additional information on the creation of service providers please refer to the topic Service Provider.

    Communicating with the Service Provider

    Creating a Client Contact

    Once a service provider has been assigned to the client profile, we can use the email function on the participant profile to communicate with the service provider. However it is important to remember that the service provider record will need to have an email address reflected with the record profile.

    As shown in the image below our service providers assigned to the participant profile are listed within the communication party drop list categorised under Service Providers. Using the participant profile for our messaging we can avoid a disparate approach simply by consolidating all email communications, through a single record.

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    Creating a Service Providers record

    To create a client contact Service Provider observe the following steps:

    1. Select the Clients>Clients sub-menu to open the Client List page into the browser.

    2. Search for the Client record from within the Client list.

    3. Highlight the Client record to be edited.

    4. Either click on the edit button or double click on the Client record to open it within the Client form.

    5. Using the vertical scroll bar, slide the client page until you reach the

    Related Contacts

    1. Service Providers panel.

    2. Select the (plus) Add New Record icon located above the

    Contact Persons

    1. Service Providers data-grid to open the New Client

    Contact

    1. Service Provider record page within the Browser.

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    2. Within the

    First Name field, input the given name of the contact.

  • Within the Last Name field, input the surname of the contact.

  • Within the Date of Birth field specify the date the contact was born. The date can be specified as free text or by using the calendar picker.

    • Within the Relationship field,

    1. External Provider field position your cursor and either input in free text the provider name or select from the drop down list

    the contacts relationship with the client

    1. .

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  • Within the Emergency Contact field indicate either YES or NO.

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    1. Data inputs into the Rate Type and Rate fields is optional.

      ✴ Within the Rate field, select the applicable rate from the drop down list

    the contacts courtesy title.

  • Under Address panel there are a number of fields for registering the address, these include the Address 1, suburb, state and postcode fields. Data entry is optional within these fields.

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  • Under Contact panel there are a number of fields for registering phone and email contact details, these include the Email, Home Phone, Mobile Phone and Work Phone fields. Data entry is optional within these fields.

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    • Once done select

    1. .

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      ✴ Within the Rate field, input the rate charged by the service provider.

    2. Select the save button to create the

    contact

    1. service provider record. 

    2. Click on the close button to exit from the page and return to the client page.

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    Editing a

    Client Contact

    Service Providers record

    To edit a client contact provider observe the following steps:

    1. Select the Clients>Clients sub-menu to open the Client List page into the browser.

    2. Search for the Client record from within the Client list.

    3. Highlight the Client record to be edited.

    4. Either click on the edit button or double click on the Client record to open it within the Client form.

    5. Using the vertical scroll bar, slide the client page until you reach the

    Related Contacts

    1. Service Providers panel.

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    2. Highlight and double click the

    contact

    1. provider record to open it within the Edit Client

    Contact

    1. Service Provider record page within the browser.

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    2. Update the changes to the record.

    3. Click the SAVE button to update the

    client contact

    1. provider record.

    2. Click the CLOSE button.

    Deleting a

    Client Contact recordAlthough not recommended, and you are referred to the notes on record deactivation, to delete a contact

    Service Providers record

    To delete a provider record observe the following steps, off which there are two approaches available.

    Deleting from the Client Contact data-grid

    1. Select the Clients>Clients sub-menu to open the Client List page into the browser.

    2. Search for the Client record from within the Client list.

    3. Highlight the Client record to be edited.

    4. Either click on the edit button or double click on the Client record to open it within the Client form.

    5. Using the vertical scroll bar, slide the client page until you reach the

    Related Contacts

    1. Service Providers panel.

    2. Highlight the

    Contact

    1. Service Provider that is to be deleted.

    2. Select the Delete icon located to the right of the record to present a pop-up screen

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    3. Select OK to confirm the deletion. The

    Client Goal

    1. Service Provider data-grid will automatically refresh.

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    Deleting from the Client Contact record

  • Refer to steps 1 - 6 as listed above.

  • Highlight and double click the contact record to open it within the Edit Client Contact record page within the browser.

    • Select the DELETE button from the ribbon bar

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  • Select OK to confirm the deletion.

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  • Select the CLOSE button to exit the page

    • Activate and Deactivate a

    Client Contact

    Service Provider record

    To edit the activity status of a Client Contact provider record observe the following steps:

    1. Select the Clients>Clients sub-menu to open the Client List page into the browser.

    2. Search for the Client record from within the Client list.

    3. Highlight the Client record to be edited.

    4. Either click on the edit button or double click on the Client record to open it within the Client form.

    5. Using the vertical scroll bar, slide the client page until you reach the

    Related Contacts

    1. Service Providers panel.

    2. Highlight and double click the

    contact

    1. provider record to open it within the Edit Client

    Contact

    1. Service Provider record page within the browser.

    2. To deactivate the

    Client Contact

    1. provider record select the Deactivate button, upon screen refresh the input fields will be disabled. The Deactivated

    Contact

    1. provider will be retained within the data-grid.

    Deactivated contact records will not be available for selection from the fields listed within the Primary Contact Persons or POA panels

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    2. To activate the

    Client Contact

    1. provider record select the Activate button.

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    2. Once done, you can exit back to the Client profile.