Provider

Overview

Providers are the entities that are tied to the transactions. They can be a person, or an entity that makes sense in your business context. For example, in a hospital, a provider can be a doctor, a nurse, or a technician. In a retail store, a provider can be a salesperson.

Provider Access

In order for the provider to have access to their data, they must be added to the account as a collaborator with the Provider permission. Then the collaborator needs to be associated with the specific provider in the system under the Providers tab