User Manual Providers
- Dashboard
- Customers
- Providers
- Scheduling
- Accounting
- Post Operations
- Organization
Search for Providers
How to Search and Filter for Providers
This section helps you to understand how to search and view all provider profile
Step 1
Upon logging in, click the Provider tab on the left
Within the Provider Module, you can view all provider profiles. Search for provider using various fields such as Name, Phone, etc. Once you click a provider, you can view and edit Services offered, Create and Edit Bio, View and Edit Contact Info, Create Internal Notes, Add relevant documents related to training, certifications, etc.
How to Add a New Provider
You can add a new provider by following these simple steps provided in the instructions
Step 1
Click on Add Provider
Step 2
Complete required fields (Name, Gender, Email, Organization branch, Phone) and click Create On top right corner
