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.


    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.

  4. Click Submit.