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Provider Management

The provider management interface allows you to search, create, edit and manage healthcare providers in the system.

The interface provides several search capabilities:

  • Name Search: Filter providers by name using the search box
  • Content Search: Search across all provider content/fields
  • State Filter: Filter providers by their licensed states using the dropdown
  • Refresh: Manually refresh the provider list

Provider Information​

The provider list displays key information including:

  • Provider name and credentials
  • Department affiliation
  • Practice locations
  • Licensed states
  • Open tasks count
  • Tags/categories
  • Provider rating

Open Tasks Calculation​

The number of open tasks for each provider is calculated by:

  1. Querying task statistics for each provider ID including subtasks and parent tasks
  2. Filtering tasks to exclude completed statuses:
    • completed
    • cancelled
    • inactive
    • on-hold
    • failed
    • entered-in-error
    • rejected
  3. Summing the remaining active child task counts

Provider Actions​

The following actions are available:

Import Providers​

Use the Import button to bulk import provider data from external sources.

Create New Provider​

Click the New button to manually create a provider record with:

  • Basic demographics
  • Credentials
  • Practice locations
  • State licenses
  • Department assignments
  • Tags/categories

Edit Provider​

Click on a provider row to edit their details including:

  • Update contact information
  • Modify credentials
  • Add/remove locations
  • Update licenses
  • Change department
  • Manage tags

Delete Provider​

Select one or more providers and click Delete to remove them from the system. Note: Providers with user accounts cannot be deleted.

Sync Provider​

Select providers and click Sync to refresh their data from external systems.

Provider States​

Providers can be licensed in multiple states. The state licenses are displayed as:

  • State abbreviation
  • License number
  • License status
  • Expiration date

Task Management​

The system tracks tasks assigned to providers:

  • Open task count shown in provider list
  • Tasks filtered by active status
  • Task counts updated in real-time
  • Click count to view provider's task list