Lumary DC – This article explains how to add associated providers to a client’s record.
Associated providers are external organisations and professionals, such as allied health providers, general practitioners, or plan managers, who play a role in supporting a client’s care. Recording this information helps keep the client’s support network visible and linked to their record for easier coordination of services.
To add an associated provider:
- Go to the client's record.
- Click on the Circle of Support tab.
- Scroll to the Associated Providers section.
- Click on the New button.
This will open a New Associated Provider form. The following table describes the fields in this form. Mandatory fields are marked with an asterisk.
| Field | Use and purpose |
|---|---|
| * Status | Set the status of the provider. Select Active to make the association current. |
| * Client | This field is auto-filled with the client’s name. |
| * Organisation | Search for and select the provider’s organisation account to link it. |
| * Type |
Use the drop-down list to specify the provider type. For example, options may include:
|
| Subtype | If applicable, select a subtype to further categorise the provider. |
| Comments | Free text field to capture any additional information about the provider. |
- Click on the Save button.
The new provider record will now be listed under the Circle of Support tab, in the Associated Providers section.
To edit or delete this record:
- Click on the drop-down arrow at the end of the row.
- Select Edit or Delete.