Monitoring Info Added to Provider Tab
The Provider Tab has long served as a kind of virtual file cabinet for searching, viewing, and editing basic provider data and results. When reviewing your population on this tab, you can both review in-app, and can export an XLSX or CSV report to include some basic population information.
After some internal feedback, we've added two new columns to this population data export:
- Monitor Status - This field indicates one of our 5 monitoring statuses from what you'll likely want to have "Active" through various other stages of monitoring including "Pending(Need More Info)", "System Error Occurred", "Ready to Process", and "Not Monitored".
- Monitor Package - This field indicates the monitor package that the provider is in if they have been assigned to monitoring. Periodic review of any new or unusual populations to ensure your population aligns with expectations is a great way to audit your account. For example, if you're concerned there may be providers with licenses entered into their profile that are not in a license verification monitoring package, use the following steps to inspect:
Login to Passport > "Providers" > Filter "Passport Item Type" to "License" > "Search"
Scroll to the bottom right-hand corner of the screen to click "Export" -> Download XLSX > "Download" when report is complete.
From here, you can open the spreadsheet to see any providers with licenses, and can review their monitor packages for accuracy.
Reduce Unnecessary File Failures
We've heard your feedback about opportunities for the files to not fully fail for a minor data issue on one row, and we are taking some meaningful steps towards re-evaluating what data fields are causing files to fail. Instead of failing a full file, we identified some fields of data that are good candidates to skip when they are invalid. We have shifted the following two validations away from causing a full file failure, and instead, we will skip the bad data and process the file successfully with a minor warning:
- Invalid State Abbreviation - For Provider Files, we accept states in standard U.S. & Canadian two-digit state, province, & territory abbreviations. In the past, if there was an attempt to upload any content other than the approved abbreviations, we would fail the entire provider file for the mistake. Now, if an invalid state abbreviation is uploaded, instead of failing the entire file, we will simply skip just the invalid information, and import the rest of that provider's good data, alongside the rest of the data in the file.
With these improvements, we are able to skip over minor invalid data and prioritize getting more people and credentials into the system. We want you to spend less time fixing files, and more time focused on keeping patients safe!
For full file specs, please refer to: