Summary: Client Administrators with the appropriate access privileges can now directly download the Full Credential Report, Full Provider File Report, and Population Comparison Report. These reports contain sensitive information and are used in supporting audits, roster reviews, and the identification of duplicates. Access is contingent upon your Social Security Number (SSN), date of birth (DOB), and facility permissions. If the Client Admin Reports section is not visible, please contact your Passport administrator or ProviderTrust Support for assistance.
We are pleased to announce that Client Administrators with the requisite access can now securely download key reports directly within Passport. These enhancements eliminate the need to contact client care for these reports, thereby saving time and mitigating risk.
What’s New?
Client Administrators can now download key reports containing SSNs and other sensitive information directly from the Reports page in Passport.
Previously, even if you had access to sensitive data, you were required to request these reports through ProviderTrust Support. That process has now been automated, enhancing speed, security, and ease of access.
Client Admin Reports
If you possess the necessary access, you will now be able to download the following reports, customized for your organization’s provider population:
Full Credential Report
This report includes a comprehensive list of licenses, certifications, and other documents associated with providers within your organization. It is commonly utilized for credentialing and audit purposes and can also assist in identifying duplicates.
The included data may encompass:
- Document type and issuing authority
- License or certification numbers
- Issue and expiration dates
- Provider identifiers, including SSN (if permitted)
Full Provider File Report
This report contains detailed data on all providers within your active population. It is frequently used for internal audits, roster alignment, and system integrations. It can also aid in identifying duplicates.
The included data may cover:
- Name, job title, discipline, and start date
- SSN and DOB (if permitted)
- Unique identifiers and organizational assignments
- All fields are visible in your Passport provider list
Identifying Duplicates
Both the Full Credential Report and Full Provider File Report can be utilized to help identify duplicate provider records, particularly if your organization employs Unique IDs.
- Credentialing errors will be displayed on the Full Credential Report with the associated Unique ID, but without additional identifying details.
- To identify the provider, copy the Unique ID and reference it in the Full Provider File Report, which contains complete provider information.
Population Comparison Report
This report examines your most recent full provider file upload and compares it to the current provider population in Passport, facilitating the tracking of changes over time. It assists in identifying which providers have been added or removed.
Use cases include:
- Population audits
- File reconciliation
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Review of active versus terminated providers
Who Can Access These Reports?
To safeguard sensitive information, only users with specific permissions will be able to view this new Client Admin Report section and download these reports.
| Report Name | Access Requirements |
| Full Credentials | All Facility Access and Full SSN Access |
| Full Providers | All Facility Access and Full SSN Access and Full DOB |
| Population Comparison | All Facility Access and Full SSN Access and Full DOB |
Note: Users will only see reports pertinent to their permissions and organization.
Where to View These Reports?
- Navigate to the Reports tab.
- If you possess the required permissions, a new section titled Client Admin Reports will appear. This section is located at the bottom right of the page, beneath the Expiration Reports section.
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From this section, you can download the available reports in either Excel or PDF format.
Need Help
For further assistance, please contact support@providertrust.com or
Call 615-938-7878 ext 1.
In-app chat support is available directly on the site via the Support widget located at the bottom right corner of each page. If the support team is unavailable for chat, you may send a message, and you will receive a response via email.
Support Hours: Monday-Friday, 8:30 AM - 5:00 PM CST.