This tab contains information about the qualification and clearance of an employee(s) credentials along with the documentation.


Add A New Provider Credential Document


Below are the categories available in this module to upload provider related documents:

  1. Credentials
  2. Clearances
  3. Qualifications
  4. Other Documents



Each section has the same action buttons, as well as the same ability to upload documents. "Add Credential" under the heading Credentials is used as an example below to explain the process. 


  • Step 1 - Click on the heading "Credentials" and click on "Add Credentials" A popup window will open up where you can upload details.
  • Step 2 - Fill in the following information
    • Credential - Type in the name of the credential.
    • Date Issue - Enter the date on which the credential was obtained.
    • Date Expired - Enter the date in which the credential will expire.
    • File Name - Click "Choose File" to select a document from your computer to upload. You can also simply drag and drop the file.  
    • Credential Not Applicable - If the Provider does not need credentials, click on this option.


Manage Provider Credentials


The added credentials can be viewed, edited, and deleted using the options in the table available on the Credentials screen.

  1. View: Click the View icon under the File column to see the respective document.
  2. Edit: Click this option to make edits to the document.
  3. Delete: Click the delete icon to remove the document.