How do I add a new participant to my record?

Views:

Users with the correct access roles can add a new participant to a Provider or a Commissioner record on Compass.

Provider record

To add a new participant to a Provider:

Open Provider and User Update in the ‘Provider’ folder.
Search using your Provider ID.
Select Edit.
Select Participants.
Select Create.

If the participant is a clinician or has a participant ID, enter their number in the ‘Participant ID’ box.

If you’re creating a new participant or do not know their participant ID, select the green plus.

Enter their details and select ‘Search’.

The system will check to see if the participant already has a record. If no results are shown, you can create a new participant ID by completing all the mandatory fields and selecting ‘Save’.

Once the Participant ID or Personal ID has been added to the record, enter their email address and job title.

If you're a Commissioner and the user is responsible for the contracts held by the Provider ID, tick the 'Responsible dentist' box.

If you want the participant to have access to your Provider record on Compass, select the system user box. Use the ‘Role’ drop down box to select the level of access they'll have.

Select ‘Add’ and ‘Save’ to add the participant to your record.

If you’ve given them access to Compass, they’ll receive an activation link by email to activate their account.

Commissioner record

To add a new participant to a commissioner record:

Select Commissioner Update in the ‘Commissioner’ folder.
Select Edit next to the correct health body.
Select Participants.
Select Create.

If the participant already has a participant ID, enter their number in the ‘Participant ID’ box.

Select if they’re a primary contact for this health body and select the ‘System User’ box if you would like them to have access to this health body on Compass. Use the ‘Role’ drop down box to select the level of access they'll have.