If the provider you're recommending isn't already in the drop down menu of Plan Summary - add plan, you can add it from from directly within the section wizard by clicking create new provider



You will be directed to a new page where you will be prompted to enter the provider's name and a description. We suggest, as a bare minimum, you include a brief overview of the provider’s background and financial strength. You can apply different formatting styles (e.g bold, underline etc) to the Provider Description using the controls of the text editor.



Once complete click quick add. You will be returned to the add / edit plan page and your provider will now be available for selection within the provider drop down. 


 The provider will also be automatically added to your Provider Library - here you can manage the provider information and link it to other sections. You can also customise which providers are included in your provider drop down menu via your Provider Library. For further information regarding the Provider Library click here.