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Edit a Provider on a Case
Updated over 7 months ago

How to update the name, address, phone number, and other information on a medical provider contact.

  • Navigate to the Medical Treatment Tab.

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  • Scroll down to the provider you want to edit and click the header to the provider.

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  • A pop-up window will appear.

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  • Edit the client’s treatment details.

  • To edit the provider or lien holder details, select Edit under the corresponding menu.

  • Select Save.

NOTE: If a provider is edited the changes will be reflected on all cases with the provider.

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