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Service Provider

A provider can create an invoice for a client. If the client gives the member Manage Setting access, the member can turn the Auto-Approval option on or off.

Service Providers​

The Service Providers tab shows the providers who have created invoices for the member.

For each provider, the member can view:

  • Provider name
  • Compliance status – shows whether the provider is Compliant or requires Action Required
  • Contact information – includes the provider's email address and phone number
  • Compliance checklist – shows the provider's compliance requirements and their status
  • Missing requirements – shows any documents or information that the provider still needs to provide

A provider marked Compliant has met the required compliance requirements. A provider marked Action Required has one or more missing or pending requirements.

Auto-Approval​

The Auto-Approval option allows the member to automatically approve future invoices from a provider.

When Auto-Approval is enabled, the member does not need to approve each invoice manually. Future invoices from that provider are automatically sent to the Care Manager for processing.