1.4: Provider Licenses

 

Note: All licenses displayed in red are expired.

Jump to Licenses Video

License configuration:
  • Select the “Administration” tab located in the top left hand corner. Another selection menu will appear to the right. Select “Security” then “providers” to display the list of current providers.
  • Double click on the provider to view the provider profile.
  • Select the “licenses” tab located at the top of the provider profile. All current documents will appear.
  • Select the setting icon located just under the licenses tab.
  • Use the pop-up window to select the types of licenses the provider is able to upload and click save.
Adding new licenses:
  • Select the “Administration” tab located in the top left hand corner. Another selection menu will appear to the right. Select “Security” then “providers” to display the list of current providers.
  • Double click on the provider to view the provider profile.
  • Select the “licenses” tab located at the top of the provider profile. All current documents will appear.
  • Click the “add license” button located in the upper left hand corner.
  • Complete the required fields, select a file, and click save to store changes.
View provider licenses:
  • Select the “Administration” tab located in the top left hand corner. Another selection menu will appear to the right. Select “Security” then “providers” to display the list of current providers.
  • Double click on the provider to view the provider profile.
  • Select the “licenses” tab located at the top of the provider profile. All current documents will appear.
  • Double click on the license to view.