Provider Documents

Accessing Provider Notes and Documents

To access provider-specific records:

1. Navigate to the Providers Module.

2. Use the Search Bar or filter options to locate the desired provider.

3. Click on the provider’s name to open their profile.

4. Click Documents

Uploading Provider Documents

To upload documents:

1. Navigate to the Documents tab under the provider profile.

2. Click “Upload Document.”

3. Choose a Document Type from the dropdown (e.g., License, CPR, BACB Certificate).

4. Upload the file and assign an Effective Date and Expiration Date if applicable.

5. Click Save.