The Provider Role Mini Directory stores the user defined Provider Roles and is a required field when saving information on a Provider Card. A Provider Role categorizes the type of service provided and is also used when defining user defined screens and reporting on Provider information. To determine the appropriate Provider Roles, consider the headings in a business directory. Determine which roles would be helpful for grouping, searching, reporting, and accessing Providers in the future.
NOTE: You must have Enabled, Add, Modify, and/or Delete permissions to Directories > Mini Directories as needed.
To add a new Provider Role, click the + Add button. A blank entry will display in the first row of the grid. Double-click the Role field of the new entry to enter edit mode. Role is a required and unique field. Up to 35 characters can be entered in the Role field. New Provider Roles are Active by default. "Intake" is a protected Provider Role type that cannot be modified, marked inactive, or deleted.
Reports, such as "Provider By Role Email" and Advanced Search reports, can be utilized to locate Providers by Provider Roles.
To delete a Provider Role, click the delete icon to the far right of the entry.
Click the Yes button to delete the item if it is not in use. If it is being used, the item will be marked inactive.
Click the No button to abort the deletion.
Click the Save button to keep your changes.
