STC | iQ 1.16.8.1 User Guide

Provider Profile

This page is only visible to State users.

The Provider Profile page allows State users to:

View provider contact information (from the IIS)
View the number of days a provider has been in each stage of the onboarding process
View the provider's waitlist rank and score
Assign the provider to organization groups
Enter email addresses for facility- and organization-level alerts
Assign an Interface Form to a provider
Upload and download provider-related documents

Click here to see an example Provider Profile page.

Assign Provider to an Organization Group

To assign a provider to one or more organization groups, select them from the New Group drop-down list. (The drop-down list then displays either the name of the group or Multiple Selected.) To remove a provider from one or more groups, deselect them from the drop-down list.

Example Group drop-down list (collapsed and expanded):

Group drop-down list

Exampl Group drop-down list, opened

On the Provider List page, users can filter the listed providers by group name.

Groups are created on the Onboarding Preferences page, in the Create Organization Groups section.

Add Email Addresses for Alerts

To alert organizations and/or facilities about Action Items, an email address must be entered for the provider on the Provider Profile page. Click on the blue line for either facility- or organization-level alerts, enter a valid email address, and click the Add icon (+). To delete an email address, click the X next to it.

Example Action Items Alert Options section on Provider Profile page:

Example email address fields for Action Item alerts

Assign/View Interface Form

To assign an interface form to a provider, scroll down to the bottom of the Provider Profile page and click the Assign Interface Form button. The current active interface form (see Interface Form Administration) is added to the Provider Profile page in the form of a third tab section, Interface Form, at the top of the page next to the Profile and Documents tabs. Click the Interface Form tab to access it and enter information as needed. See Interface Form for more information about this tab section.

Upload/Download Documents

To view the documents that have previously been uploaded for a provider, click the Documents tab on the Provider Profile page. (Alternatively, you can click the organization/facility name on the Provider List page and then click the Documents tab at the top right of the panel that opens). To download a document, locate it in the list and click the Download icon ().

To upload a new document related to the provider's onboarding process, either drag and drop the file into the box or click the Click or Drag to Upload Files button, locate the file, and click Open.

To remove a document for a provider, click the Delete icon () for that file in the list.

Click here to see the Documents tab area on the Provider Profile page.