Service Providers

This page guides you through the creation and the management 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

Introduction

Brevity allows the organisation to maintain multiple service provider records against the client profile, for the purpose of being able to identify the external service organisations that have 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 through the Service Providers data-grid which is located under the Related Contacts tab of the client profile.

Navigating the Service Providers page

Click 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: 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.
Rate: This field is used to input the contacts age.
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.

Creating a Client Contact record

To create a client contact observe the following steps:

Select the Clients>Clients sub-menu to open the Client List page into the browser.
Search for the Client record from within the Client list.
Highlight the Client record to be edited.
Either click on the edit button or double click on the Client record to open it within the Client form.
Using the vertical scroll bar, slide the client page until you reach the Related Contacts panel.
Select the Add New Record icon located above the Contact Persons data-grid to open the New Client Contact record page within the Browser.
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, select from the drop down list the contacts relationship with the client.
Within the Emergency Contact field indicate either YES or NO.
Within the title field, select the 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.
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.
Once done select the save button to create the contact record.
Click on the close button to exit from the page and return to the client page.

Editing a Client Contact record

To edit a client contact observe the following steps:

Select the Clients>Clients sub-menu to open the Client List page into the browser.
Search for the Client record from within the Client list.
Highlight the Client record to be edited.
Either click on the edit button or double click on the Client record to open it within the Client form.
Using the vertical scroll bar, slide the client page until you reach the Related Contacts panel.
Highlight and double click the contact record to open it within the Edit Client Contact record page within the browser.
Update the changes to the record.
Click the SAVE button to update the client contact record.
Click the CLOSE button.

Deleting a Client Contact record

Although not recommended, and you are referred to the notes on record deactivation, to delete a contact record observe the following steps, off which there are two approaches available.

Deleting from the Client Contact data-grid

Select the Clients>Clients sub-menu to open the Client List page into the browser.
Search for the Client record from within the Client list.
Highlight the Client record to be edited.
Either click on the edit button or double click on the Client record to open it within the Client form.
Using the vertical scroll bar, slide the client page until you reach the Related Contacts panel.
Highlight the Contact that is to be deleted.
Select the Delete icon located to the right of the record to present a pop-up screen
Select OK to confirm the deletion. The Client Goal data-grid will automatically refresh.

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
Select OK to confirm the deletion.
Select the CLOSE button to exit the page

Activate and Deactivate a Client Contact

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

Select the Clients>Clients sub-menu to open the Client List page into the browser.
Search for the Client record from within the Client list.
Highlight the Client record to be edited.
Either click on the edit button or double click on the Client record to open it within the Client form.
Using the vertical scroll bar, slide the client page until you reach the Related Contacts panel.
Highlight and double click the contact record to open it within the Edit Client Contact record page within the browser.
To deactivate the Client Contact record select the Deactivate button, upon screen refresh the input fields will be disabled. The Deactivated Contact 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
To activate the Client Contact record select the Activate button.
Once done, you can exit back to the Client profile.