Provider Setup includes settings for provider funding, data sharing, and agency information. Provider Setup should be completed prior to adding contracts and client data for new providers.

To complete Provider Setup, follow these instructions:
 

1. Log into Central Administration.
2. Click Administrative Options.
3. Click Provider Management.
4. Click Provider Setup.
5. Select a Provider.
6. Click Manage Selected Provider.

Set the program(s) for the provider by selecting the CARE Act Program(s) by following these instructions:
 

1. Click CARE Act Program(s).
2. Click Edit.
3. Check each program.
4. Click Save.
   The Current Programs are now listed for this provider.

Once the CARE Act Program(s) are set, other agency Information can be completed by following these instructions:

 

1. Click Agency Information.
2. Click Edit.
3. Complete each field.
4. Click Save.

Note: Area shows regions listed in Provider Areas. The region field is used to group providers together in an area when running Performance Measures.

To add a Provider Area, follow these instructions:
 

1. Click Provider Areas.
2. Click Add.
3. Enter a Region name.
4. Click Save.
   The number of providers is listed next to each Area. That number increases once a Provider selects that region in the Area field for Agency Information.
    
   Next, complete any Additional Agency Information by following these instructions:

 

1. Click Additional Agency Information.
2. Click Edit.
3. Complete each field.
4. Click Save.

Follow these instructions to complete Contact Information:
 

1. Click Contact Information.
2. Click Edit.
3. Complete each field.
4. Click Save.

Next, select the Agency Type by following these instructions:
 

1. Click Agency Type.
2. Click Edit.
3. Check each Agency Type for this Provider.
4. Enter the number of Paid HIV Staff.
5. Enter the number of Volunteer HIV Staff.
6. Click Save.

Each Provider can have its logo added to CAREWare by following these instructions:
 

1. Click Provider Logo.
   2. Click Choose File.
   3. Select an image file.
   4. Click Open.
   5. Click Save.

If the Provider Logo needs to be changed, repeat the instructions again to select a new logo. The Provider Logo can also be deleted by clicking Delete Current.

Data sharing settings can be activated under Provider Setup by following these instructions:

Select a data type the provider needs to share with other providers. For instance to share services, click Service Sharing Setup.
 

1. Click Service Sharing Setup.
2. Click Edit.
3. Select the Service Sharing Level.
4. Select Advanced Options for this provider.
5. Click Save.

Service Sharing Level with other Providers

• Level 1 – Turns on Provider by Provider sharing. The default setting allows sharing to all providers; however, Provider by Provider sharing can be set to allow sharing only with specific providers.
• Level 2 – Use service categories to determine which providers service data is shared with. Client services that are subservices of the same service category are shared.
• Level 3 – This turns off data sharing for this provider.

Advanced Options

• Client-by-client sharing? - This activates Client by Client Sharing, requiring a sharing request and acceptance of that sharing request in the client record to begin sharing services.
• Default agreement length (days) – This sets an expiration date for data sharing.
• Require an expiration date for sharing agreements? - This makes the Default agreement length (days) a required value.
• Release of information (ROI) sharing? - This turns on the requirement for a ROI for client by client sharing