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Accessing and Managing Service Provider Contacts

Overview

This user guide outlines the step-by-step process for efficiently managing service provider contacts.  

Table of Contents

 

 

 

 

 

 

 

 

 

 

  1. 🎓 Accessing Service Provider Contacts
    • Navigating to Service Provider section in Contacts
  2. 🎓 Creating a New Service Provider Contact
    • Add a new service provider to your contacts.
  3. 🎓 Managing Practice and Private Service Provider Contacts
    • Edit, activate, or deactivate contact entries.

🎓 Accessing Service Provider Contacts

 

1. Access the submenu options by clicking on More in the Navigation Menu to expand the list.

 

Access the submenu options by clicking on More in the Navigation Menu to expand the list.
 

2. Click on Resources.

 

Click on Resources.
 

3. Click on Contacts.

 

Click on Contacts.
 

4. Click on Service Providers.

 

Click on Service Providers.
 

5. Review the Service Provider grid list.

 

Review the Service Provider grid list.
ℹ️ The grid list consists of MediRecords community-shared contacts, accessible to all users of the platform. Click on the drop-down arrow next to a contact to expand and view additional information.

 

🎓 Creating a New Service Provider Contact

 

6. Click on New located above the grid list.

 

Click on New located above the grid list.
 

7. Make sure to fill out all fields that are relevant to your new contact.

 

Make sure to fill out all fields that are relevant to your new contact.
 

8. Expand the drop-down menu under the Provider Type field.

 

Expand the drop-down menu under the Provider Type field.
 

9. Choose the appropriate Provider Type from the list provided for your contact.

 

Choose the appropriate Provider Type from the list provided for your contact.
 

10. Expand the drop-down menu under the Sharing field.

 

Expand the drop-down menu under the Sharing field.
 

11. Choose the appropriate Sharing option from the list provided for your contact.

 

Choose the appropriate Sharing option from the list provided for your contact.
ℹ️ When selecting Private, only you, as the user, will have access to the content. Opting for Practice will make the content accessible to all users within your practice.

 

12. Select Save to finalise and apply the changes made.

 

Select Save to finalise and apply the changes made.
ℹ️ Your new contact will now be available in the Active Service Provider Grid list.

 

🎓 Managing Practice and Private Service Provider Contacts

 

13. Utilise the search bar above the grid to find a specific contact for management purposes.

 

Utilise the search bar above the grid to find a specific contact for management purposes.
 

14. Alternatively, you can filter by Practice or Private contacts by clicking on the Filter option located above the grid list.

 

Alternatively, you can filter by Practice or Private contacts by clicking on the Filter option located above the grid list.
 

15. Check the box to filter by Practice and/or Private contacts.

 

Check the box to filter by Practice and/or Private contacts.
 

16. Select the checkbox beside the contact you want to manage.

 

Select the checkbox beside the contact you want to manage.
 

17. Above the grid list, make your selection for managing purposes.

 

Above the grid list, make your selection for managing purposes.
ℹ️ Each option provides specific actions.
Open: Allows you to review and modify the contact. Remember to save any changes made.
Delete: Permanently removes the contact. Please note this action cannot be undone.
Status: Deactivates an active contact. To reactivate an inactive contact, filter by Inactive, check the box, and click Status then Activate.
More: Offers additional actions -
Print: Generates a contact card for printing.
Letter: Creates a new letter addressed to the contact.
Create Task: Sets a reminder or adds a task to your to-do list.
Get Medicare Participant: Retrieves details such as fund brand ID and contact number for Private Health Funds.

 

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