Passport’s flexibility supports healthcare organizations with file-based or manual configurations to manage organization structure, people, credentials, and users. Key files depend on factors like turnover, population size, and data management needs. The system supports automated SFTP file transfers or manual uploads, with common files including facility, provider, and credential management files. Your Onboarding Team will tailor recommendations to your business goals and constraints, ensuring efficient setup and streamlined processes for long-term success.
Getting Started with Passport: What Files Do You Need?
Why It Matters:
Passport is configurable to meet healthcare organizations' diverse needs. To determine file requirements, we assess your business and technical goals, time frame, and constraints. Here’s an overview of the key considerations:
Four Key Considerations for File Needs
1. Organization Structure
- Overview: Define how you segment and label locations, roles, and data.
- Files Used: Facility File and Unit File
- Setup: Stable structures require one-time setup, while dynamic structures may need ongoing file updates.
- Delivery Options: .CSV, .PSV, or PGP-encrypted files via SFTP or manual uploads.
In brief: A clear organizational structure speeds up file recommendations.
2. People Management
- Overview: Manage population additions, removals, and updates via automated files or manual entry.
- Files Used: Unique ID Provider File, SSN Provider File (Legacy Format)
- Setup: People records must be added before tracking licenses or credentials.
In brief: Decide on automated or manual management based on population size and turnover.
3. Credential Management
- Overview: Track licenses, certifications, and documents either manually or via bulk data files.
- Files Used: SSN or Unique ID Credential File and Discipline Mapping File
- Setup: Onboarding will assess whether bulk credential management is suitable.
In brief: Credential management depends on your population size, structure, and tracking requirements.
4. User Management
- Overview: Control user access and permissions with manual or bulk file management.
- Files Used: Short Form User File and Jobcodes File
- Setup: High turnover or complex access rules benefit from bulk file use.
In brief: User permissions can be managed manually or with automated files for efficiency.
To Sum It Up
File needs vary based on your organization’s goals, structure, and processes. Most companies use at least two regular file types to manage users and monitored populations. Engage your technical contacts early to streamline setup with ProviderTrust and your HRIS/IT teams.
For further support, contact us anytime!