Find or edit a Provider

Follow the steps below to find or edit an existing Provider.

  1. Select Customer Setup > Providers.

  2. Use the Show All button to view all providers. Or use the Search field to further drill down your search. 

    Check the “Include inactive providers” box to include inactive providers in your search results.

  3. Select the Provider

  4. If applicable, modify the Provider's information

  5. Click Save. Otherwise, click Close if no changes were made.