Step 5: Maintain Providers


Use “Maintain Providers” option on Menu 18 to maintain these fields:

Maintain Provider Name/Address.
Key ‘ID(s) Workers to Issue Default Password’.
Set ‘Last Case Number’ to 9999.
Key a Worker ID into ‘Override to be Performed By’ field.
Key a default ‘Printer ID’ if appropriate.

If the workers whom you need to key have not been set up, repeat the earlier step.

Once you have authorized a Provider through the "Authorize/deauthorize Providers" option, you can use this procedure to add or change other data related to the Provider. It provides the ability for some worker(s) within the Provider/Agency to change the Provider/Agency's operating environment by changing the Provider/Agency record. The program will not add or delete Provider/Agency records.

Key the Provider ID and press Enter to access the detail screen. Use the lookup function if you do not know the ID.

The detail screen stores additional data about each Provider. As a part of the inital implementation process, Cox & Company will key this screen for you. You may want to change the values later.

Override IDs

Position the cursor on the ‘Override to be Performed By...........* + ADM’ field and press the ‘F1=MoreData’ key. The ‘Override ID’s’ window will appear. Key the Worker ID of any worker whom you want to have the authority to delete notes, open closed incidents, and open closed cases. Use the ‘F8=Lookup*’ key to search for a Worker ID if you do not know it.

Override ID's 

ID #1 * ADM 
ID #2 * _________
ID #3 * _________
ID #4 * _________
ID #5 * _________
ID #6 * _________
ID #7 * _________
ID #8 * _________

Enter *f8=Lookup