This article applies to Motivity Practice Management.
Accessing Provider Notes and Documents
To access provider-specific records:
Navigate to the Providers Module.
The Providers module in the Motivity Practice Management menu.
Use the Search Bar or filter options to locate the desired provider.
The search bar and filters in the Providers module in Motivity Practice Management.
Click on the provider's name to open their profile.
A provider's name in the Providers list in Motivity Practice Management.
Click Documents
The Documents option on a provider's profile in Motivity Practice Management.
Uploading Provider Documents
To upload documents:
Navigate to the Documents tab under the provider profile.
The Documents tab on a provider's profile in Motivity Practice Management.
Click "Upload Document."
The Upload Document button in Motivity Practice Management.
Choose a Document Type from the dropdown (e.g., License, CPR, BACB Certificate).
The Document Type drop-down in Motivity Practice Management.
Upload the file and assign an Effective Date and Expiration Date if applicable.
Click Save.