Provider Category and Type details are visible in the “Provider Info” tab, but will not be editable. In order to update this information, you will need to start from the Action button available at the top right corner:
When ready to make a change to the Provider Category and Type, navigate to the Action button and select Change Provider Category and Type.
Select the corresponding Provider Category and Provider Type to update for the Provider.a. After selecting Done to finalize this action, you will immediately notice a change in the Provider record display with the navigation Tabs, if the Provider were to change from Licensed to Exempt or vice versa.
You may review all the Provider information including, but not limited to:a. License, Registration Fee, Holidays to update them as needed if the Provider were to change from Exempt to Licensed
b. Agreement, Trust Line to update them as needed if the Provider were to change from Licensed to Exempt
If the current Provider record has active care schedules, you will also need to generate a Task to the Case Managers to update the care schedules for all families / children following the Provider Category and Type change.
❗️IMPORTANT TIP 1: If your Agency process requires keeping historical value for the Provider, you may want to consider terminating the current Provider record to create a new record with the updated Category and Type.
❗️TIP 2: Once the Provider Type and Category are updated, it is recommended to run the Provider Review to assess if there are any potential incorrect or missing details.