a. Provider Status Tabs
Providers are organised into different tabs based on their status:
Active – Providers that are currently active in the system
Inactive – Providers that are no longer active
Flagged – Providers that have been flagged for review or attention
This makes it easier to quickly locate and manage providers based on their current status.
b. Reviewing Bank Detail Changes
The Providers page also displays recent changes made to provider banking details by staff members.
From this section, you can:
Review the proposed banking changes
See what information has been modified, such as:
BSB
Account number
Changes to BPAY details
View who made the change
c. Searching for Providers
Within the Active tab, you can easily search for providers using the search bar. Providers can be searched by:
Provider name
Email address
ABN
Service
d. Exporting Providers
You can also export a list of providers directly from this page for reporting or record-keeping purposes.
e. Creating a New Provider
To add a new provider to the system, click the New Provider button. This will allow you to create and enter the details for a new provider.
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