MyFLFunds - Help Center

Providers

You can add and manage providers with ease.

    Required Fields

  • Name
    Enter the provider’s display name (max 20 characters).

    • Actions

  • Add Provider
    Saves the new provider and makes it immediately available for use.
  • Cancel
    Returns you to the dashboard.

    • Existing Providers (right panel)

    Use the search box or A–Z filter to locate a provider you’ve already added. Click a name to open Manage Providers for edits.

    Selecting a Provider

    On the right-hand side of the page, you’ll see a list of Existing Providers.

  • Use the search box to quickly locate a provider by name; or
  • Browse using the alphabet navigation to filter providers by their starting letter.

    • Click a provider’s name to load its details into the editable fields on the left side of the page.

    Editing Provider Details

    Once a provider is selected, its details will appear in the editable form.

  • Make the necessary changes and click Save Changes to update the provider.
  • If you make changes but do not save, a warning will appear reminding you of unsaved changes.

    • Deleting a Provider

    You may delete a provider using the Delete Provider button but only if the provider is not currently in use.

  • If a provider is tied to existing projects, you’ll see a Cannot Delete This Provider warning.
  • To delete, first remove the provider from all associated projects.

    • Projects Using This Provider

    Below the form, you’ll find a Projects Using This Provider section. This table shows all projects linked to the provider, along with key details like Project Name, Project Descriptor, Modified, and Project ID.

    You can click Open to view or edit a project directly from this table.

    Adding New Providers

    If you need to create a new provider, use the Add New Provider button in the top-right corner. This will take you to the Add Provider page.

    How It Works

  • The Provider dropdown lists all providers you previously added using the Add Provider page.
  • The list auto-populates from your saved provider records—no need to retype names.
  • Just click the dropdown and select the appropriate provider for that row.

    • Tip: When adding new rows (either via the Tab key or the plus (+) icon), the provider name is automatically copied from the preceding row.

    Want to Add a New Provider?

    To add a provider not yet in your list, go to the Add Provider page, complete the required information, and return to the Edit Reimbursement Project page. Your new provider will appear in the dropdown immediately.