Edit a Provider on a Case

How to update the name, address, phone number, and other information on a medical provider contact.

• Navigate to the Medical Treatment Tab.

• Scroll down to the provider you want to edit and click the header to the provider. 

• A pop-up window will appear.

• Edit the client’s treatment details.
• To edit the provider or lien holder details, select Edit under the corresponding menu.
• Select Save.

NOTE: If a provider is edited the changes will be reflected on all cases with the provider.