Add an Existing Provider to Case

How to add a medical provider contact to the Medical Treatment tab.

• Navigate to the Medical Treatment Tab.
• Select New Provider. 

• A Search Providers pop-up window will appear.
• Search for the provider by name, specialty, and/or city or any combination of the three.
• Select Search under the Name field.
• A list of matching providers will appear in the pop-up window.
• Find the provider you’re looking for and click the dropdown arrow at the end of the row.
• Select Add.

• An Add Treatment Provider pop-up window will appear and add your client’s treatment information.
• Select Save.

• The new provider will appear on the Medical Treatment Tab.