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Getting started

Everything you need to know to get started within Provider Manager!

1 author21 articles
Getting started with Provider ManagerIn this article, we explain how to access and authenticate the Provider Manager application.
Navigating the Provider Manager interfaceIn this article, we explain how to navigate throughout the Provider Manager interface.
Using the Provider DirectoryIn this article, we explain how to use the Provider Directory.
Viewing provider detailsIn this article, we explain how to view the provider details.
Adding a new providerIn this article, we explain how to add a new provider.
Managing provider contactsIn this article, we explain how to manage provider contacts.
Working with internal notesIn this article, we explain the internal notes section.
Assigning provider returns formsIn this article, we explain provider return forms.
Managing providers via settingsIn this article, we explain how to manage providers.
Understanding CQC integrationIn this article, we explain the process of CQC integration.
Troubleshooting common issuesIn this article, we explain how to troubleshoot common issues.
Administrator GuideManaging Access Identity Accounts in Evo > Members.
Administrator guide to user rolesIn this article, we explain the different roles an administrator can assign to a user.
Changing the status of a providerIn this article, we explain how to change a provider’s status and clarifies which user roles have the authority to make these changes.