Each provider profile is organised into tabs, allowing you to easily access and manage different types of information related to the provider.
To open a provider’s profile, simply double-click on the provider’s name from the Providers list. This will open the provider profile where you can view and manage the provider’s details.
About Tab
The About tab is where you’ll find the provider’s core details. Here, you can:
View and edit basic information (provider name, ABN, primary service)
Manage banking details (BSB, account number, account name)
Verify bank details using the Verify bank details button
Update address and location with a map preview
Configure Provider Status & Settings, such as:
Reimbursement provider toggle
BPAY enabled toggle
View ABN verification status
Activity Tab
The Activity tab provides a timeline of all actions related to the provider. This includes:
Notes added
Emails sent
Documents generated or uploaded
Payment summaries and system activity
You can also filter activity by type (e.g., notes, invoices, emails, documents, audit) to quickly find specific records.
Documents Tab
The Documents tab stores all files related to the provider. Here, you can:
View uploaded documents
Access payment summaries
Use the search bar to find specific files
Upload new documents using Upload document
Generate documents such as payment summaries
You can also download or delete files as needed.
Notes Tab
The Notes tab allows you to store and manage internal notes about the provider. Features include:
Viewing notes
Searching and filtering notes by type
Pinning important notes
Adding new notes using Add Note
This is useful for keeping track of important updates or context about the provider.
Service Item Rules Tab
You can:
Add rules to flag or exclude specific service items
Configure provider-specific processing behaviour
Click Add Rule to create new rules
Compliance Tab
The Compliance tab shows any compliance-related information for the provider.
This may include:
NDIS Commission compliance actions
Alerts or issues related to compliance
If there are no compliance records, a message will indicate that no actions are found.
Claims Tab
The Claims tab provides a detailed view of all claims associated with the provider.
You can:
Search for invoices or claims
Filter by:
Participant
Type
Category
Service dates
Group claims (e.g., by participant)
View key details such as invoice number, status, and totals
This is useful for tracking and reviewing claim activity in a provider.
Service Agreements Tab
The Service Agreements tab displays agreements linked to the provider. Here, you can:
View existing service agreements
Search agreements by participant, name, or category
If no agreements have been created, an empty state message will appear.