Adding a Reference Professional

You can add new professionals to your reference database. After you add a reference professional, that professional is available to associate with records.

To add a reference professional

1. Navigate to the Professionals portlet.

   Civic Platform displays a list of reference professionals.

2. Click New.

   Civic Platform displays the professional intake form.

3. Complete the fields with available data. See Professional Detail Fields for field definitions.

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   Note: A licensed professional can have the same license number assigned to multiple license types. However, you must add a new licensed professional record for each license type.

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4. Click Submit.