Linking and Editing the Service Provider to the Client

The following is a guide on Linking Service Provider profiles.

To link a Service Provider record to a client 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 page within the browser.
Scroll the client page down to the Related Contacts panel.
Select the Add new Record icon to open the New Client Service Provider record page.
Within the External Provider field select the required service provider from the drop down list.
Within the Service Provided field input a narrative of the services and supports that are delivered by the service provider.
Data entry within the fields listed under the Services Panel is optional.
Click the Save button to create the Client Service Provider record and update the Services Providers data-grid.
Click the Close button to exit back to the client profile.
To edit and delete the Service Provider record observe as follows:
To edit the Service Provider record, highlight the record and double click to open it into the Edit Client Service Provider record page, input and save your updates, select the close button to exit back to the client profile.
To delete the Service Provider record, highlight the record and select the Delete record icon within the far right column, to present a "delete" pop-up screen. Select OK to confirm deletion of the record off the client profile. Please note this does not remove the Provider REcord from the database.