Directions for Editing Provider Profiles
Provider Search Tool
The Summit DD Board has created a provider search tool that allows consumers to search for DD providers by name, funding source, and service certifications. The Web address of the new tool is
http://www.summitdd.org/provider_search.aspx.
Service providers can log into the tool to update their agency or individual provider information, including name, address, and services for which new clients are being accepted. Providers can also upload an image file containing their logo, and providers can enter a detailed profile to provide potential clients with information about services and amenities offered, their history and philosophy and any other information that they believe will help consumers choose appropriately.
Editing Your Provider Information
Logging in to the Tool
If you are a service provider in Summit County, you should have received a letter providing you with a username and password that will allow you to log in to the new tool to update your information. If you have not received a user name and password and you believe you should have, please contact the Provider Services Coordinator at 330-634-8079. To log in to the new tool, visit the Summit DD homepage and click log in.
Then, enter your user name and password.
After you log in, you will see an account management screen that displays and allows you to update your personal user information. Note that this is not the same as your provider profile, although for individual providers, some information may be duplicated. To continue to the provider search tool mouse over the Services menu, then find Provider Selection and click on the Provider Search Tool item.
Searching for your Provider Profile
To update your provider profile, click the
Provider Search link in the top menu of the site (outlined above in red). Clicking the Provider Search link will bring you to the
Provider Search page.
On this page, the easiest way to find your provider profile is to search by name (either agency or individual provider name). To search by name, enter the name in the field with the caption “
Or, search by provider or agency name(optional)” (outlined above in red) and click the
Search button.
After clicking Search, you should see your agency or individual provider profile in the search results screen.
If you are logged in, you should see an
Edit link to the right of your profile. To edit your profile, click the
Edit link (outlined above in red).
Edit Provider Information
Clicking the
Edit link brings you to the
Edit Provider Information screen.
On this screen, you can update your provider information including your provider name, agency structure, address, phone number, contact email address, and Website URL.
Adding a Logo
You can also use the
Edit Provider Information screen to upload a logo for your agency or individual service provider practice. To upload a logo, click the
Choose Image button next to the
Logo label.
Provider Profile
Finally, you can use the Provider Information screen to enter a
Provider Profile. This can be a full page of information about your agency or individual provider services including information about services and amenities offered, your history and philosophy and any other information that your believe will help consumers choose appropriately. To enter your profile, click in the editor next to the
Provider Profile label and begin entering your profile information, or simply cut and paste from your Website or other documents
.
You can experiment with the editor to understand all of the HTML editing capabilities that it offers. These include basic text formatting and table creation functions that will be familiar from Word Processing applications, and they also include two Web-specific functions, the
Image Manager which allows you to add images to your profile, and the
Hyperlink Manager which allows you to create hyperlinks to other sites such as your provider Web site. These functions are explained in more detail below.
Adding Images to Your Profile
To add an image to your profile, click the
Image Manager icon
. Clicking the
Image Manager icon, brings up the
Image Manager.
In the Image Manager you can browse upload image files by clicking on the Upload Image tab and browsing to the image you wish to upload. When you have selected the image you wish to add to your profile, click the
Insert button to insert the image into the editor.
Adding Hyperlinks to Your Profile
To add a link to your profile, click the
Hyperlink Manager icon
. Clicking the
Hyperlink Manager icon opens the
Hyperlink Manager.
To add a link, enter the URL and link text, then click
OK.
Saving Changes to Your Provider Information
To save changes to your provider information and your profile, you can click the
Save Draft to Finish Later.
Requesting Approval For Changes to Your Profile
All updates to your provider information in the Summit DD Provider Search Tool must be approved by Provider Relations staff at Summit DD. To request approval for your changes, you simply click the
Request Approval button in the
Edit Provider Information screen.