How to Add a Provider

Add a new provider to your organization so they can manage clients.

Guide to Adding a New Provider

1. Access the Provider List Page

• Log in to your admin account or provider account.
• Navigate to the provider list page.

2. Click on 'New Provider' Button

• Locate and click the 'New Provider' button on the page.

3. Choose to Add Individual or Multiple Providers

• Decide whether to add a single provider or multiple providers.

4. Fill in Mandatory Fields for Individual Providers

• For individual providers, fill in the mandatory fields:
  • Name
  • Email (important for notifications)
• If certain information is unavailable, you can enter a random date or placeholder and update it later.

5. Additional Information for Tracking

• Fill in any additional fields that may help with accurate tracking for your team.

6. Adding Multiple Providers Using a Template

• For multiple providers, use the provided template to fill in their information.
• You can either drag and drop the file or use the upload button.

7. Preview and Import Provider Information

• Review the preview of all eligible and mapped provider contacts.
• The system will automatically import the information and send invites to each provider's email.

8. Preview and Import Provider Information

• Under the "Invite" Column, you can click the invite button to send the invite
• You can view the status of the invite
  • Accepted = Received email and logged in
  • Pending = Received email and have not logged in.
• You can resend this invite as much as you need if it was not received or missed.