Overview

You can update a provider’s details at any time through the Location settings. This is useful when you need to make changes to provider information such as name, provider number, or reporting settings.

Steps to Edit a Provider Profile

1. Click on the Location tab, then select Provider
   
   
    
2. From the list, click on the provider’s name you would like to update
3. You will be taken to the Provider Profile page
4. Update the required fields directly on the page
5. Make the necessary changes, then click Save Changes to apply your updates
   
   

What to Expect

• Changes are saved immediately once you click Save Changes
• Updated provider details will reflect across the system where applicable

Note: If you are unable to view or access the Provider Profile, it is likely that you do not have the required permission. Please contact your administrator to request access.

If you have any questions, please click the yellow Help button at the bottom left and chat with us. We are more than happy to help!