Provider Profile Management
Who can do this?
Admins can add and edit provider profiles.
Only users with permissions to see a contract or workflow can see content in the Associated Contracts and Associated Workflows tabs.
Additional Considerations
If your organization is using Time Tracking (TERMS 2.0), ensure that providers who will be tracking their time in the app have provider profiles.
The provider directory allows duplicate NPIs to facilitate reporting for legacy customers that have multiple contracts falling under the same NPI.
For auditing and compliance purposes, provider profiles cannot be deleted.
How to Add a Provider Profile
Hover the cursor over Explore, then select Providers.
Click Create Provider.
In the Create New Provider modal, select the Provider Type:
Group Provider
Enter the Business Name.
Individual Provider
Enter the First Name and Last Name.
The Internal Provider ID will auto-populate.
If applicable, add a Primary Contact for the provider.
When finished, click Save.
OR
To close the modal without adding the provider profile, click Cancel or ✖.
After adding the provider profile:
Attachments and comments can be added.
All Admins for the organization will receive an automated email notification alerting them that a provider profile was added.
How to Edit a Provider Profile
In the provider profile, click Edit.
In the Edit Provider modal, edit the provider information.
If applicable, add comments and/or attachments to the provider profile.
When finished, click Save.
OR
To close the modal without saving your changes, click Cancel or ✖.
How to Add a Provider Contact
Navigate to the provider profile.
Under the Provider Contacts tab, click Add Provider Contact.
In the Create New Provider Contact modal, enter the contact information.
If applicable, check the box to designate the person as the Primary Contact. The Primary Contact will be the first displayed in the contact list.
When finished, click Save.
OR
To close the modal without adding the provider contact, click Cancel or ✖.
How to Edit a Provider Contact
Navigate to the provider profile.
Under the Provider Contacts tab, click the caret to the left of the contact name.
Click the … (ellipsis) located on the right.
In the dropdown, select Edit.
In the Edit Provider Contact modal, edit the contact information.
When finished, click Save.
OR
To close the modal without saving your changes, click Cancel or ✖.
How to Delete a Provider Contact
Navigate to the provider profile.
Under the Provider Contacts tab, click the caret to the left of the contact name.
Click the … (ellipsis) located on the right.
In the dropdown, select Delete.
In the confirmation modal, click Delete Provider Contact.
OR
To close the modal without deleting the provider contact, click Cancel or ✖.
How to Add a Provider Exclusion Verification Record
Navigate to the provider profile.
Under the Exclusion Verification tab, click Add Exclusion Verification.
In the Add Exclusion Verification modal, enter the information.
If applicable, click (+) Upload Attachment to upload an attachment.
When finished, click Save.
OR
To close the modal without adding the provider exclusion verification record, click Cancel or ✖.
Your username will be recorded in the Verified By field of the record.
How to Edit a Provider Exclusion Verification Record
Navigate to the provider profile.
Under the Exclusion Verification tab, click the caret to expand the record.
Click the … (ellipsis) located on the right.
In the dropdown, select Edit.
In the Edit Exclusion Verification modal, edit as needed.
When finished, click Save.
OR
To close the modal without saving your changes, click Cancel or ✖.
Your username will be recorded in the Verified By field of the record.
How to Delete a Provider Exclusion Verification Record
Navigate to the provider profile.
Under the Exclusion Verification tab, click the caret to expand the record.
Click the … (ellipsis) located on the right.
In the dropdown, select Delete.
In the confirmation modal, click Delete Exclusion Verification.
OR
To close the modal without deleting the provider contact, click Cancel or ✖.