The following frequently asked questions regarding the Providers feature can be a useful reference when you have your own questions about the functionality. Click a question from the list here to navigate directly to the corresponding answer, or scroll through the full list of questions and answers below.
Yes, new provider contacts created within Providers are added as shared contacts by default. Specifically, when entering the provider's information the Shared option appears on the Add New pop-up box and defaults to "Yes." The user can decide at that point whether the provider should appear on the global list (by leaving the default set to "Yes") or should not (by selecting "No" instead). This setting can be updated within the Providers Directory by users with the Referral/Provider Agencies Data Entry permission.
No. AWARDS is designed to be flexible, so it does not filter or limit the assignment of providers based on specialties.
While edits to a client's Support Services Contacts list would generate these messages, the new Providers feature does not include this functionality. If an enhancement is made and these messages are triggered by Provider updates in the future, we will announce that change via FootholdConnect and the FootNotes newsletter.
If no agency is displayed on the record when a provider is selected, then the provider was not associated with an agency in the Providers Directory.