Use the Bulk Provider Update function to update information for multiple providers at a time. For example, you can update tier eligibility or CACFP agreement dates.
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Click the Administration menu and select Bulk Provider Update. The Provider Filter window opens.
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Set filters for the providers to include in the change.
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Once you have entered all filters you need, click Search.
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If there are no filters entered and you want to search for all providers, click Search without making any adjustments to the provider filter section.
The Select Providers section opens.
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Select the providers you are wanting to update by checking the box next to their name. You can choose one, multiple, or all providers then click Continue. The Bulk Provider Update window opens.
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Check the bubble next to each item to update. You can update the following: Claim Source, Provider Status, CACFP Agreement Date, CACFP Expiration Date, License Start Date, License End Date, Income Eligibility, or Census Eligibility.
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Set new dates, as needed.
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Check the box next to each provider to which to apply these changes.
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Before saving your changes, click Print to print a report that lists all providers you are updating and their current information. Review this report carefully and confirm that you have selected the correct providers. You cannot reverse this process once its complete.
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Click Save All.