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View and update a provider record

Steps to open, review, and update a provider's details in Access Provider Manager.

Written by Billy Dilks

You can open any provider record from the Provider Directory to review their details, check credentials, and update key information. Each record is divided into sections so you can find and edit what you need quickly.

  1. Click the provider row in the Provider Directory.

  2. Review the header banner for the provider name, Care Quality Commission (CQC) ID, and status.

  3. To mark a provider as a priority, turn on the Priority Provider toggle by clicking the star icon.

  4. Click through the following sections to review the provider's details:

    • Provider Information.

    • Location Information.

    • Contact Information.

    • Internal Notes.

    • Services and Support.

    • Integration References.

    • Provider Returns.

  5. Click Edit in any section to update the details.

  6. Click Save to confirm your changes, or click Cancel to discard them.

📌 Note: You can update details in any section independently — you don't need to edit the whole record at once.

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