Lumary PM - This article explains how to create a provider in Lumary PM
This article contains both written and video instructions on how to create a provider.
Click here to view the video.
To create a provider:
- Navigate to the Provider tab
- Click the more arrow next to ‘Provider’
- Click the ‘+ New Provider’ option
- A window will display with 2 options
- Provider - Registered Business with an ABN
- Individual - Not registered business, no ABN, for reimbursements
- Select the appropriate option and, then click Next
- Complete the Provider Details. Fields marked with a * are mandatory, ensure these are completed.
Tick the field 'My organisation' if this Provider record represents your Plan Management business.
- Once completed click Save.