When you create a Provider Application in LearnPlatform, you can add content by using an existing form, creating a form, or uploading an existing PDF.
Using a form allows you to customize the questions and adjust the formatting as needed. Providers invited to complete your application will review and sign the application in LearnPlatform. This provides for a cleaner look and feel while giving you additional control over the agreements fields. The flexibility to enter additional questions, like the inclusion on a subcontractor list, may be important to many providers.
Note: Before creating a provider application, manage your LearnPlatform account setup.
Open Provider Applications
To create a provider application, click the Management drop-down menu [1], then click the Provider Applications link [2].
Open Create Provider Application
Click the Create Application button [1].
You can also create a copy of an existing provider application. Click the Options icon [2]. Then click the Duplicate link [3].
Notes:
- If application updates or new versions are required, duplicate a copy of a master application.
- You can duplicate an existing application and use it as a template for future applications.
- When using a duplicated application, edit the General Information section and new uploads to clearly differentiate the applications.
Enter General Information
The Provider Application editor opens to the General Info tab [1]. Complete the following fields:
- Application Name [2]: Enter a name for the application that is seen by providers and others in your organization.
- Description [3]: Enter a description of the application.
- Start Date and End Date [4]: Enter start and end dates for the provider application to be active.
- Explanation [5]: Enter a brief description of the application process.
When you are finished, click the Save Application button [6].
Note: In the General Information section, you can include a cover letter or instructions on how to complete the application. Referencing the main point of contact at your district ensures the providers can reach the correct person with further questions.
Create Application
To add the application contents, click the Create Application tab.
Select Existing Form
If you have created forms in the Form Builder, you can use an existing form for the provider application. To use an existing form, click the Form Template drop-down menu [1]. Then select an existing form.
Note: If you prefer, you can also create the form in Form Builder by clicking the Settings > Forms link [2].
Add Question Types
If you do not have a form already created, you can add questions and fields to the provider application form.
In the Question Types area, click a question type link [1]. View the inserted question or field at the end of the form [2].
You can insert any of the following question types:
- Guidance Text
- Short Answer
- Multi-select Checkbox
- Single-select Radio Button
- Likert Scale
- Rating Scale (1-10)
- Recommendation
- Date
- File Upload
- Tag Checklist
- Signature
- Terms & Conditions
- Pricing Question
Notes:
- Use a variety of question types and formatting options in your applications. Understand how the provider might be accessing the application and make it easy to read, identify, and answer key questions.
- Using placeholder questions can create natural breaks in the document or provide additional step-by-step guidance for specific sections or exhibits.
- For more information, refer to our guide about the question types you can add to a Provider Form.
Save Application
To save and continue, click the Save Application button. Your application is now created. You can return to the application at a later time or proceed to:
Note: Once you receive a response to an application, you can no longer edit the questions or modify the application in any way. Ensure your application is complete prior to publishing it.
