Creating a Provider

Mohammed Jamal Updated by Mohammed Jamal

Providers are where care takes places, i.e. the Establishment, or where the funding is provided from, i.e. the Funder.

To access the Provider configuration page:

  1. Navigate to Staff > Staff > Providers. The 'Providers' page is displayed:
  1. Select the Create new record button on the toolbar. The 'Provider: New' page is displayed:

Complete the fields on the page. Mandatory fields are marked with a red asterisk *.

  1. Enter a Name in the field provided.
  2. Select the Provider Type. The following options are available:

Advice & Support
Agency
Clinic/Surgery/Practice
Combined Residential and Domiciliary Care
Domiciliary Care
Education Establishment
GP Practice
Hospital
Integrated Care Boards
Local Authority
Master Organisation
Other
Partner
Residential Establishment
Training Provider

  1. Select the Responsible Team if different (this defaults to your Default Team which is visible on the top main menu).
  2. If the Enable Scheduling field is displayed, and you want to set this Provider up for Rostering and Finance, select Yes.

It is ONLY possible to set Enabled Scheduling to Yes if the Parent Provider field is not populated, i.e. the Provider you are setting up does not have a Parent Provider. This ensures the organisational hierarchy is valid and bookings are allocated to the correct level.

The following dialog appears when the Parent Provider field is populated and Enable Scheduling is set to Yes.

  1. Select the Save or Save and Close button on the toolbar.

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