Update Provider contact and payment details This feature is available to Directors and Plan Managers with elevated 'Provider' permission
Edit Service Provider
View your listing of all Service Providers by clicking on the Provider tab in the main dashboard, or select Active Providers from the menu.
You can search by ABN or Provider Name (in the Search Term field) and by bank details.
Select to Edit from the ellipses buttons to the right of the provider listing
or if viewing the Provider Details page (click on the Provider name to access), select Edit at the top right.
Any changes made to the Provider Payment details will require OTP Verification via SMS. Director Users in the agency will also receive an email notification.
Timeline on Edits for Provider changes:
Keep track of changes made to Service Provider Records via the Timeline.
Agencies can now track the history of changes made to a provider's profile. Directors and Plan Managers can easily see when modifications, such as updates to bank details, email addresses, contact information, or ABN numbers, were made and by whom (user names are visible to Plan Managers with elevated User permission).