Introduction

The Service Provider feature is accessed by selecting the Client>Service Provider sub-menu and enables the creation of registered and non-registered service provider records.

Additional Information

For more information on the maintenance of notes, storage of documents or the generation of email in relation to the provider profile refer to Manage Communication which provides information on generic functions.

What is a Provider?

A service provider is a person, business or organisation who delivers funded services, based upon the organisation's specific areas of experience and expertise. Organisations or individuals can be registered or non-registered. Applications to be a registered NDIS provider are made to the NDIS Quality and Safeguards Commission. Any organisation applying to be registered is required to adhere to the NDIS Practice Standards and Code of Conduct.

Click the link Finding Registered Providers for additional information.

Navigating the Service Provider form

Name: This field is used to input the name of the service provider. This information is used for invoice and remittance generation.
ABN: This field is used to input the service provider ABN if available.
Type: This is a drop down field that lists the provider type, current values include Other, Practitioner and External Provider.
Plan Management Notifications: This field is used to input a notification that will be displayed when processing PM invoices applicable with the provider.
Service Provided: This field is used to input a summary of the services and supports provided by the service provider.
Rate Type: This is a drop down field that lists the charge rate used by the service provider.
Rate: This field is used to input the rate that is being charged by the service provider.
Primary Contact Name: This field is used to input the name of the primary contact.
Primary Contact Position: This field is used to input the position occupied by the primary contact.
Address 1: This field is used to input the first line of the service provider address. This information is used for invoice and remittance generation.
Address 2: This field is used to input the second line , if applicable of the service provider address. This information is used for invoice and remittance generation.
Suburb: This field is used to input the suburb associated with the service provider address. This information is used for invoice and remittance generation.
State: This field is used to input the state associated with the service provider address. This information is used for invoice and remittance generation.
Post Code: This field is used to input the postcode associated with the service provider address. This information is used for invoice and remittance generation.
Phone: This field is used to input the service provider primary phone number for contact.
After Hours Phone: This field is used to input the service provider after phone number.
Email: This field is used to input the service provider electronic contact address.
Mobile: This field is used to input the service provider primary mobile number for contact.
Website: This field is used to input the service providers business website.
BSB: This field is used to input the service providers BSB details, required for invoicing and for reporting in the ABA file.
Account Number: This field is used to input the service providers Account number details, required for invoicing and for reporting in the ABA file.

Adding a Service Provider record

Refer also to the comments made in regards to ABN validation. To create a new Service Provider record observe the following steps, please observe that :

Select the Clients>Service Provider sub menu to open the External Provider List page into the browser.
Select the New button to open a New Service Providers record into the browser.
Within the Name field input the particulars of the Provider business name.
Within the ABN field input the particulars of the Provider ABN, if known otherwise this field can be left empty.
Optional data input into the Primary Contact Name and Primary Contact Position fields.
Optional data input into the fields listed under the Contact Details - Address and Contact Details - Contact panels. Please note that it is recommended that service provider address and contact details are input, as this information is used in relation to the invoice and remittance processes within Brevity.
Within the BSB field input the banking details of the Provider.
Within the Account number field input the banking details of the Provider.
Within the type, select from the drop down list the category of service, under which the service provider operates. If you are not sure, then select value = other.
Within the Service Provided field input a narrative of the services and supports that are delivered by the service provider.
Click the Save button to create the provider record.
Click the Close button to exit back to the External Provider List page.

Edit the Service Provider record

Refer also to the comments made in regards to ABN validation. To edit an existing Service Provider record observe the following steps, please observe that :

Select the Clients>Service Provider sub menu to open the External Provider List page into the browser.
Search for the Service Provider record from within the External Provider list.
Highlight the Service Provider record to be edited.
Either click on the edit button or double click on the Service Provider record to open it within the Service Provider page within the browser.
Edit the Service Provider details.
Once done, click on the save button within the ribbon bar to save the revised Service Provider detail.
Click the Close button to exit back to the External Provider List page.

Deleting the Service Provider record

Although not recommended, and you are referred to the notes on record deactivation, to delete a Service Provider record observe the following steps:

Select the Clients>Service Provider sub menu to open the External Provider List page into the browser.
Search for the Service Provider record from within the External Provider list.
Highlight the Service Provider record to be deleted.
Select the "Delete Button" in the upper right portion of the window.
Select the OK button from the Delete Record dialogue, to remove the selected record.

Activate and Deactivate a Service Provider record

To edit the activity status of a Service Provider record observe the following steps:

Observe steps 1- 4 under Edit the Service Provider record .
To deactivate the Service Provider record select the Deactivate button.
To activate the Service Provider record select the Activate button.
Once done, you can exit back to the External Provider List.