Edit Provider Site Profile

Keep provider details up to date to ensure accurate contact information, certifications, and service offerings. Maintaining an accurate profile helps streamline communication, compliance tracking, and service coordination.

1. Navigate to Service Providers and select a provider.

2. Click Provider Site Profile.

3. On the Profile tab, enter:

   • Service provider name

   • Service provider description

   • Parent: Select the parent company or organization.

   • Provider type: Select whether the provider is external or internal.

   • Global email and Global phone

   • Preferred contact method: Select fax, email, or telephone as the primary way to contact the provider.

4. On the Contact tab enter:

   • Primary contact

   • Primary email and Primary phone

   • Dispatch email: Email used for sending and receiving dispatch notifications.

   • Preferred contact method: Select fax, email, or telephone as the primary way to contact the provider.

   • Working schedule: Select the provider’s schedule. Click View to view the calendar.

5. On the Attributes tab, enter:

   • Certifications and accreditations: Relevant certifications and industry accreditations.

   • Company policies: Policies related to service delivery, compliance, or other operational standards.

   • Description of services: Services the provider offers.

   • Insurance and liability coverages: Provider’s insurance policies and liability coverage.

6. Click Save.