The Providers Tab helps manage employees in active monitoring. Access it via the Corporate or Facility Dashboard to search, sort, and customize displayed fields. Select "View" next to a provider’s name to access profile details, contact information, credentials, and monitoring data. You can add non-required credentials or schedule reports using the "Export" button. For detailed guidance, see related articles on customizing fields, adding credentials, or scheduling reports. This article supports managing provider data and organizing monitoring workflows efficiently.
Viewing Provider Details
To view detailed information about a provider, click "View" next to their name. From this screen, additional tabs will appear, allowing you to access:
- Profile information
- Contact details
- Credentials
- Monitoring data
You can also add credential information, including credentials not required by your organization’s policy. For detailed steps, refer to How Do I Add A Non-Required Credential?
Scheduling Reports
Schedule ongoing weekly or daily reports for your providers by clicking the "Export" button in the bottom-right corner of the Providers Tab. For step-by-step guidance, see How to Schedule Reports.
Next: Cautions / Expires Tab
Additional Notes
- Important note: if your organization is not using Passport for Primary Source License Verification, you may not have access to this portion of the software and you should continue to the lesson covering Monitor Alerts
- Need Help? If you have questions or need further support, contact our Client Care team for assistance or to access one of our on-demand training webinars.