Normally a provider registers themselves on the system, but in some cases the administrator may be required to create a provider. This can happen in the following scenarios:
– The provider has limited knowledge of computers or limited access to a computer, where the information is taken over the phone and entered by the administrator.
– The administrator is setting up a provider on behalf of themselves, so that they can create opportunities (this is because all opportunities must be linked to a provider)
– The provider is an internal worker within your organisation.
To create a provider follow the steps below:
1. Go to [ADMIN MENU] OPPORTUNITIES & PROVIDERS > CREATE PROVIDER
2. Enter the Provider details (name, address, phone number, email etc.)
3. Click on the ADD PROVIDER button.
NOTE: It is a good idea to also complete the providers profile page.