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Home › S2S eReferral User Guide › Support Plan › Step 3: Manage Support Providers List › Add a new Participant

Add a new Participant

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Participants are the people who will be either given access to a client’s Support Plan or who will have some involvment in the client's care. There are three types of participants and these are explained in the section called 'Manage Support Providers List'. To add a new participant, follow the workflow steps in the Manage Support Providers dialogue. These steps are broken down into:

  • 1: Add
  • 2: Define the Role
  • 3: Set Permissions
  • 4: Invitation
  • 5: Review
‹ Step 3: Manage Support Providers List up 1: Add ›
  • Setting Your Password
  • Basic Orientation and Tips
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  • Search for an eReferral
  • Create & Send an eReferral
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  • eReferral Status History
  • eReferral Feedback Loop
  • Print an eReferral
  • Support Plan
    • Step 1: Create a Support Plan
    • Step 2: Add Dates and Reasons
    • Step 3: Manage Support Providers List
      • Add a new Participant
        • 1: Add
        • 2: Define the Role
        • 3: Set Permissions
        • 4: Invitation
        • 5: Review
      • Edit Participant List
    • Step 4: Link or add General Documentation
    • Step 5: Link eReferrals
    • Step 6: Goals
    • Step 7: Record of Approval
    • Step 8: Reviews
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