Setting Up a New Service Provider demonstration

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Welcome to the demonstration on Setting Up the Primary Service Provider.

When you activate HIFIS, the Primary Service Provider is added automatically. The first thing you will do in the software is edit the Primary Service Provider. Open the Service Provider screen from the Administration Menu.

Select the Edit the Current Record button.

In the top half of the screen, enter the Service Provider's fax number, email and Umbrella Organization, if applicable.

If needed, enter a cut-off time. This indicates at what time the date will be considered the next day if the shelter accepts late book-ins. For example, if you set the cut-off time for 02:00 am the day will end at 02:00 am instead of midnight.

The Service Provider Type, Target Clientele and Genders Served will be pre-filled with the information entered when your site was Registered. You can change these fields at any time.

To add other services that are offered at the primary service provider, select the Services Offered button. From the Available column, double-click each value that applies to move it to the Selected column. To add the services and exit the screen, select the blue checkmark.

If the service provider works with families, you must select the Serves Families check box. This will allow you to access the Family Management screen.

The Address information will be pre-filled with the information entered when your site was Registered. You can edit or add to this information at any time.

Select the Save Changes button to save the information.

This is the end of the demonstration on Setting Up the Primary Service Provider.

Return to Service Provider Details

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