HCP Profile

HCP profile page enables you to manage an HCP entity profile.

The Profile page enables you to view the details of an HCP entity. An entity profile provides basic information that include entity name, address, contact number and so on.

An HCP entity profile also includes various facets such as State Licences, Identifiers, HCOs affiliated with this HCP and Specialities. An HCP profile window lets you to view, edit, suggest edit and delete a profile. By default, the window appears in view mode. The view mode allows you to read and print a profile information. When you select the Editing mode, all the text fields become editable and Add buttons appear on various facets. These Add buttons enables to add additional attributes for the facets.

Suggesting lets you to suggest edits. Users, who have no user privileges to edit or delete profiles directly, can suggest edits or recommend for the removal of the profile. This suggestion will go the respective data steward for approval. The changes will reflect on the profile page if it is approved. When you select Suggesting mode, all the text fields become editable. But these are edit suggestions that you can make. Delete enables you to remove an HCP profile.

The HCP profile page includes the following facets:

State Licenses: It shows the type of licenses the HCP profile holds and the current status of the license such as active or inactive.

Identifiers: It shows the selected HCP profile's identification number. This identification can be Tax ID, Social Security Number, NPI number and so on.

Specialties: It shows the specializations that the selected HCP holds in the fields of healthcare. It shows the professional's specialized skill sets.

HCOs affiliated with this HCP: It shows a list of existing HCOs that are affiliated with the selected HCP.

Creating HCP Profile

Creating an HCP Profile.

To create an HCP profile:

  1. Click More > Create Profile > HCP.
  2. Enter name in the Name text field.
  3. Click Create Address and Create Phone links to enter address and contact details.
  4. Specify required details in the respective text fields.
  5. You can also add identifiers for the profile that you created. On the right Identifiers facet, click Add to specify identifiers.
  6. Click Save.

Editing HCP Profile

Editing an HCP Profile.

You can edit HCP profiles and the facets that are part of the profile page. To perform the edit operation:

  1. On the Profile page, select Editing from the Viewing drop-down list.

    All text fields appear editable mode including facets.

  2. Make required changes in the text fields.

    You can also add new attributes for facets that include Identifiers, State Licenses, Specialities and so on.

  3. Click Add in the facet area and specify details in the text fields.

    Note: If you want to add additional attributes for a facet, click More Attributes and select desired attributes.

  4. Click Save.

Suggesting

Suggesting mode enables you to recommend edit suggestions on HCP profile.

When you select Suggesting mode, all the text fields become editable. But these are edit suggestions that you can make. These edit suggestions need to get approved from the data steward to reflect it on the page. If the data steward reject these edit suggestions, these edits will not get reflected on the page.

To suggest edit for an HCP profile:

  1. In the Profile page, search and select your desired profile.
  2. From the Viewing drop-down list, select Suggesting.

    The text fields become editable.

  3. Make required changes.
  4. Click Save.

Deleting HCP Profile

Deleting a HCP Profile.

To delete an HCO profile:

  1. In the Profile page, search and select your desired HCP profile.
  2. From the Viewing drop-down list, select Delete.

    A confirmation pop-up appears prompting you to confirm the action.

  3. Click OK.

Recommending for delete

Recommending for delete option.

Recommend for Delete is an option that allows you to suggest the removal of an HCO or HCP profile instead of deleting it directly. So, this suggestion will go to the approval to the data steward. The profile will get removed if it is approved.

To recommend a profile for delete:

  1. In the Profile page, search and select your desired profile.
  2. In the top-right corner of the window, click the leftward arrow icon.
  3. In the pane, click Workflow.
  4. In the drop-down list, select Recommend for Delete.
  5. Enter your comments for this action in the Write your comments text field.
  6. Click Start.

Managing Affiliations

Relationship shows an HCP's affiliation with one or more HCOs and vice versa. The Profile page of any selected entity displays various facets that include 'HCOs affiliated with this HCP' facet.

Relationship shows an HCP's affiliation with one or more HCOs and vice versa. The Profile page of any selected entity displays various facets that include 'HCOs affiliated with this HCP' facet. This facet allows you to add a new affiliation and edit or remove an existing affiliation.

Adding Relationship

Adding relationship affiliation for HCP.

To add a Relationship affiliation:

  1. Search and select your desired HCP entity.

    On the Profile page, you can view the 'HCOs affiliated with this HCP' facet.

  2. From the Viewing drop-down list, select Editing.

    The Add button appears on the 'HCOs affiliated with this HCP' facet.

  3. Click Add.

    The Add new item section appears.

  4. In the HCO text field, enter the HCO name that you want to affiliate with the selected HCP.
  5. Click More Attribute to add additional attributes such as Start Date and End Date.
  6. Click Apply.
  7. Click Save.

Removing Relationship

Steps to remove relationship.

  1. Search and select your desired entity (HCO or HCP).

    On the Profile page, you can view the 'HCOs affiliated with this HCP' facet with a list of existing affiliated entities.

  2. From the Viewing drop-down list, select Editing.
  3. Click Delete icon on the right of the desired affiliated entity in the 'HCOs affiliated with this HCP' facet.