Before you start
- Check whether the provider already exists before creating a new record.
- Confirm provider name, service type, contact person, phone, email and website.
- Know which participant should be linked to the provider.
Step 1
Search the provider directory
Go to Providers and search by provider name, service type, suburb, contact or keyword. Open the existing provider if one already exists.
Step 2
Create the provider if needed
Add provider name, provider type, contact details, website, address, notes and active status. Keep provider records broad enough to reuse across participants.
Step 3
Link the provider from the participant profile
Open the participant, choose Providers, then link the provider. Add the service relationship, notes and any important contact preferences.
Step 4
Use provider context during coordination
Refer to linked providers when logging communications, creating tasks, preparing plan reviews or checking gaps in service delivery.
Step 5
Unlink rather than deleting shared providers
If a participant stops using a provider, unlink the provider from that participant. Only deactivate a provider record when it should no longer be used anywhere.
What you should have now
Provider relationships are visible on the participant profile and reusable across the organisation.