Add a New Provider to Case

How to add a new provider to the Medical Treatment Tab.

• Navigate to the Medical Treatment Tab.
• Select New Provider at the top left of the page.

• A pop-up window will appear.

• Search for the provider by filling out name, specialty, and/or city or any combination of the three. This is to avoid adding duplicate providers.
• Click Search.
• A list of the matching providers will appear in the pop-up window.
• If the provider needed is not on the list below, a new one can be added by clicking Add Provider.

• Fill in the new provider’s information.
• Select Save.

• This will open a pop-up window where you can add your client’s treatment information.
• Select Save.

• The new provider will appear on the page.