Once a Provider record is created with the Provider Type as exempt, CareControl will display a dedicated “Trust Line” Tab for your tracking and completing of the Trust Line process for a non-relative exempt Provider.

1. Start by accessing the Provider record and opening the “Trust Line” Tab

2. Click Edit to input and update each of the fields as you’re going through the Trust Line process with the Provider:

   1. Register Date - Date when the provider registered with Trust Line

   2. Live Scan Date - Date when the provider went to the live scan

   3. RR Date - Reference and Referral date

   4. Result Date - Date of the result from the Live Scan

   5. Result - Outcome of the Live Scan

   6. Comments - Any comments in regards to the Trust Line information.

3. Click Save to save the record once any information is added or updated.

4. When the Trust Line process is completed, you may proceed to the next step such as approving the agreement for the Provider, and approving the Provider or denying the Provider.