Need to update staff details or provider number? No worries!
To edit staff details
Select ‘Staff’ located on the left-hand side menu.
There, you will be able to see all staff members attached to your business or practice.
You can click on the staff member you would like to edit, or search for their name.
After selecting the staff member, you can click on the "Edit staff member" button at the top of the screen.
You can then edit the providers email address, contact details, or provider number.
To edit a provider number, scroll to the bottom of the screen and click "Add a provider number"
There you can add the correct fund, correct practice or provider number
Once you have added the correct details, be sure to delete the incorrect provider number details by clicking the red rubbish bin.
After editing remember to hit ‘Save changes’ at the bottom of the page.