Updating a provider's information is necessary to ensure their credentials, contact details, and other professional data are accurate and up-to-date. This can be crucial for compliance with regulatory requirements, maintaining licensure, and ensuring accurate monitoring and verification. Changes such as name, address, certifications, or specialty updates may arise from career advancements, relocations, or personal changes, all of which need to be reflected in Passport to maintain operational accuracy and avoid potential legal or administrative issues.
To update a provider's information within Passport, you must have user permissions that include either Advanced Provider Access or Integration Import Access. There are two ways to update a provider's information in Passport: by File or Manually. Please confirm which method your organization uses before continuing!
Below are the steps for each method:
A) (Provider) File Method - Must have Integration Import Access
1) Change the information for the provider on the file and upload it to Passport (either manually or via SFTP - depending on your file transfer method). If your provider file is generated from your HRIS, update their information within the HRIS and pull a new provider report to upload or send via SFTP.
B) Manual Method - Must have Advanced Provider Access
1) Sign in to Passport
2) Click on the 'Providers' tab and search.
3) Click 'View' to the left of the provider you wish to update.
4) Select 'Edit' to update the information.
Below are steps on how you update with the 'Providers' tab:
- To update a provider's name, discipline, birth date, caregiver login information, specialty, SSN, or NPI click on the Profile tab
- To update a provider's address, email address, or phone number, click on the Contact tab
- To update a provider's licenses, certifications, continuing education, or any other documents click on the Passport tab
- To update a provider's education history, click on the Education tab
- To update or change a provider's unit (department), click on the Unit/History tab
5) Scroll down and click 'Save'
6) Click 'Back to update other provider's information