Contacts

Gen 3

Contacts

Add a contractor

A contractor is an individual or organization contractually bound to provide services to a BriteCore client. A contractor isn’t considered an employee. You can add a contractor in both the Contacts and Claims modules. To add a contractor in the Claims module, see Adding a Contractor – Claims.

To add a contractor, open the desired contact and:

  1. In the Role section, select Add a Role to open the Role dialog box.
  2. In the Role dropdown list, select Contractor.
  3. Select Done to close the dialog box and return to the Role section.
  4. Select Save beneath the Role dropdown list. A Save Completed pop-up window will open.
  5. In the Vendor Number box, type the contractor’s vendor number.
  6. Select Save beneath the Vendor Number box. A Save Completed pop-up window will open. If you select Cancel, BriteCore won’t save the entered information.