Workflows

This page will provide all related workflows when managing Provider and Contact records in Paradigm

Provider Workflows

• Search for a Provider Record

• Add a Provider Record

• Add a New Campus Provider Record

• Add the Provider Contact Information

• Assign a Role to a Provider Record

• Add a File Attachment to a Provider Record

• Attach a Signature to a Provider Record

Contacts Workflows

• Search a Contact Record

• Create a Contact Record

• Add the Contact Address Information

• Add a Photo to a Contact Record

• Print the Contact or Staff Card

• Assign Roles to a Contact

• Assign an AVETMISS Contact Person in your institution

• Assign Permission Level and Provide the Login Credentials to a Contact

• Contacts Login Options: Random or Token Configuration

Agents Workflows

• Search an Agent Record

• Manage Agent Record

• Agent Commission Rules

• Agent Provider List Shared Link

Providers | Contacts-Related Support Pages

Record Types

Do you want to know the fields related to Providers, Contacts, Agents, and OSHC records in Paradigm? Proceed to the Record Types section.

FAQs

Do you have questions related to creating or adding Providers, Contacts, Agents, OSHC records, etc.? Check the FAQs section where we have collated some of the commonly asked questions related to Provider and Contact Logins.

Troubleshooting

Do you encounter error messages or issues while trying to create or add Providers, Contacts, Agents, and OSHC records in the system? Proceed to the Troubleshooting section.