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Service Provider

A provider can create an invoice for a self-managed client. When the invoice is created, the client can give permission for the invoice to be sent to the Care Manager. Once permission is given, the invoice is sent to the Care Manager.

Once the client approves the invoice, the provider is added to the Service Providers list.

The Service Providers tab shows all providers who have created invoices for the client. For each provider, you can view:

  • Provider name
  • Compliance status – whether the provider is compliant or requires action
  • Contact information, such as email and phone number
  • Compliance checklist – shows the provider’s approved and pending requirements
  • Missing requirements – lists any documents or information that the provider still needs to provide

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

Auto-Approval​

The Auto-Approval option allows invoices from a provider to be automatically approved for future invoices.

When Auto-Approval is enabled, the client does not need to approve each invoice. The provider’s invoice is automatically sent to the Care Manager for processing.