Using the Provider Reference field

Who: All Users
Why:  To update Matters to include Provider References and to search for Matters using Provider Reference attribute field

See also:

Find vs Search 


To update the Provider Reference field within the Matter details:

1. Go to the Matter

2. Click on the Details tab

3. Scroll to the bottom of the page

4. Click on the Modify Details button
A pop up window appears

5. Fill in the Provider Reference field

6. Click Submit to save these changes


To search for Matters using the Provider Reference field:

1. Select Find Matters from the Orders menu


2. Select Provider Reference from the Search Attribute dropdown list

3. Enter in the Provider Reference

Note: only exact matches will be returned, partial entries won’t return results


4. Click Search
The Matter with the relating Provider Reference will show in the results list


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