How to Create Third Parties

In this article, we'll cover the creation of third parties, including companies, insurance providers, and pharmacies.

Step 1: Navigate to Third Parties

Start by logging into your Pabau account. Click on Setup in the left sidebar menu, then click on Objects under "Developer and Other", and select Third Parties.

Step 2: Create a Third Party 

Click the Create Third Party button in the top-right corner.

In the window that appears, select the type of third party you want to create—Company, Insurance Provider, or Pharmacy.

Then, enter the required information such as the name, provider number (if applicable), contact details, and address.

Once completed, click Create in the top-right corner to save the third party.

Step 4: Link Third Parties with Clients

To associate a third party — like a pharmacy, insurer, or employer with a client:

1. Go to the client’s Client Card.

2. Hover over the client's avatar and click the arrow that appears.

3. Choose the type of relationship you'd like to add.

4. Search for the third party and click Add to link it to the client.

Linking third parties to clients helps you manage workflows more efficiently. For example:

• Send prescriptions directly to the client's preferred pharmacy.

• Bill an insurance provider or employer on behalf of the client.

By following these steps, you can successfully create and manage third parties in your Pabau account.