A user adds a new provider to onboard them into the system and ensure accurate records for care coordination and compliance.
Click Add Provider in the Provider Directory.
Select Regulated Provider or Non-Regulated Provider.
For regulated providers: Enter CQC Location ID and click Lookup Provider; confirm auto-populated details.
For non-regulated providers: Enter all required details manually.
Complete steps for Provider Information, Location Details, and Settings.
Add optional Service & Support details.
If a duplicate warning appears, choose Cancel or Continue Anyway.
Click Add Provider to submit.