How do I add active external providers?
Modified on Wed, 18 Jan 2012 09:33 by CAREWare Help Desk — Categorized as: FAQ
The following will need to be done on the Central Administration domain before you will be able to activate external providers from the provider domain.
Login to the Central Administration domain
Go to Administrative Options>Provider/User Manager
Expand "Real-Time Providers", then expand your provider's name
Expand *Provider's* Permissions, then expand "Data Entry"
Expand "Referral"
Right click on "Activate External Provider" and select "Grant"
Expand "Users" under your provider name
Expand the account name you want to grant the permission to
Expand "Data Entry", then "Referral"
Right click on "Activate External Provider" and select "Grant"
Click "Save" and then "Close"
Log off the Central Administration domain
Login to the provider domain to complete the following addition of an active external provider.
Login to the provider domain
Find the client who you want to add an external referral for
Change to the "Referrals" tab, then change to the "External Referrals" tab
Click "New Referral"
Click "Add" next to "Refer-To-Provider"
Click "Add New Provider" and provide the new provider's name, then click "Save this Provider"
Check the box in the "Active" column for the newly added provider
Add any additional providers you need to, then click "Save Current List and Exit"
Choose the "Refer-to-Provider" from the pull down list then select the "Referral Status" and "Referral Date"
If you do not have a "Referral Class", then click on the ellipsis box next to it.
Click "Add", then provide the referral class name
Click "Save" and continue adding the necessary classes for your provider
When finished adding the referral classes, click "Save Current List and Exit"
Choose the "Referral Class" from the pull down menu
Select the appropriate Service Category, add any necessary comments, and then click "Save" if the referral is not yet completed.
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