Page Comparison

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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Additional Information

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

Communicating with the Service Provider

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

1. Service Providers panel.

2. Select the Add New Record icon located above the

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

1. Service Provider record page within the Browser.

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2. Within the

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

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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

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

2. Select the save button to create the

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1. service provider record. 

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

Editing a 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

1. Service Providers panel.

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2. Highlight and double click the

1. provider record to open it within the Edit Client

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

1. provider record.

2. Click the CLOSE button.

Deleting a Service Providers record

Although not recommended, and you are referred to the notes on record deactivation, to To delete a contact 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

1. Service Providers panel.

2. Highlight the

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

1. Service Provider data-grid will automatically refresh.
   

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Deleting from the Client Contact record

Select the DELETE button from the ribbon bar

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Select OK to confirm the deletion.

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Activate and Deactivate a 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

1. Service Providers panel.

2. Highlight and double click the

1. provider record to open it within the Edit Client

1. Service Provider record page within the browser.

2. To deactivate the

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

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

1. provider record select the Activate button.

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