You can assign provider return forms to ensure the right providers receive and complete the required documentation. You can do this for a single provider or in bulk for multiple providers at once.
⚠️ Important: You'll need Administrator permissions to assign provider return forms.
Assign a form to an individual provider
To assign a form to a single provider, open their record directly from the Provider Directory.
Click the provider row in the Provider Directory.
Click Provider Returns in the provider record.
Click Assign Form.
Select the form you want to assign from the list.
Click Confirm to assign the form to the provider.
Assign a form to multiple providers
You can assign a form to multiple providers at once using the bulk assign option in the Provider Directory.
Click Bulk Assign Forms in the Provider Directory.
Select the form you want to assign from the Form dropdown.
Select the filters you need to narrow down the provider list:
Status.
Service Type.
CQC Rating.
Priority.
Select the checkboxes next to the providers you want to assign the form to.
Click Assign Form.
Click Confirm in the confirmation dialog to complete the assignment.
📌 Note: You can use the filters in step three to make it easier to find the providers you need, especially when working with large lists.