Provider Sites Summary
The screen is used to define client-specific provider details.
Navigate to Service Providers > Provider Sites > (Select a Provider) > Provider Summary > Provider Site Profile.
Screen details
This functionality is used for defining client-specific provider details, contact preference method, and dispatch details.
Provider Site Profile fields:
The group of fields on the left includes information on the provider:
|
Field |
Description |
|
Service Provider Name |
Displays the provider's name, free text field |
|
Service Provider Description |
Description of the provider, free text field |
|
Parent |
Associated provider organizations, search pop-up |
|
Provider Type |
Provider type, dropdown menu with options External (default) or Internal If the provider type is set to External, this field will be read-onlyIf the provider type is set to Internal, this field may be edited |
|
Global Email |
Displays the e-mail address that this provider uses for dispatched work orders. If E-mail is selected in the Preferred Contract Method field, this e-mail will be used to dispatch work orders for this provider. |
|
Global Phone |
Displays the telephone number that this provider uses for dispatched work orders. If Telephone is selected in the Preferred Contract Method field, this telephone number will be used to dispatch work orders for this provider. |
|
Global Fax |
Displays the fax number that this provider uses for dispatched work orders. If Fax is selected in the Preferred Contract Method field, this fax number will be used to dispatch work orders for this provider. |
|
Preferred Contact Method |
Displays the selected preferred contract method for this provider. Dropdown menu with options Fax, E-mail (default), and Telephone. |
The second grouping of fields includes information on the associated client:
| Field | Description |
|
Client Name |
Associated client name is displayed in the header of the table (read-only). |
|
Primary Contact |
Free text field to enter the primary contact person for this provider. |
|
Primary Email |
Free text field to enter the primary contact e-mail address for this provider. |
|
Primary Phone |
Free text field to enter the primary contact telephone number for this provider. |
| Dispatch Schedule |
Dropdown menu with options Automatic, E-mail, and Mixed. Determines how the dispatch schedule will operate, whether it is always automatic, always via email, or a mixed schedule (e.g., Telephone Monday - Friday from 9am - 5pm, Email Saturday - Sunday). To view what the selected schedule looks like, select the "View" button, and a schedule details pop-up is generated. Only appears (and is required) if "Dispatch Schedule" is selected for the Preferred Contact Method below. |
|
Dispatch Email |
This field is used for a provider that has multiple clients to service and each client has different preferred contact method settings. If "E-mail" is selected for "Preferred Contact Method", the "Dispatch Email" field will become a required field and the e-mail address will be used to dispatch work orders to the provider. |
|
Dispatch Phone |
This field is used for a provider that has multiple clients to service and each client has different preferred contact method settings. If "Telephone" is selected for "Preferred Contact Method", the "Dispatch Phone" field will become a required field and the telephone number will be used to dispatch work orders to the provider. |
|
Dispatch Fax |
This field is used for a provider that has multiple clients to service and each client has different preferred contact method settings. If "Fax" is selected for "Preferred Contact Method", the "Dispatch Fax" field will become a required field and the fax number will be used to dispatch work orders to the provider. |
|
Preferred Contact Method |
This is the preferred contact method specific to this client (as opposed to the global Preferred Contact Method field on the provider side on this screen). Optional dropdown field with the following options: Null (default): If no selection is made on this client-specific field, the work order will be dispatched via the GLOBAL contact preference and dispatch details.Email: The Preferred Contact Method for this provider with this client will be email, and the Dispatch Email field (above) will become a required field.Fax: The Preferred Contact Method for this provider with this client will be fax, and the Dispatch Fax field (above) will become a required field.Telephone: The Preferred Contact Method for this provider with this client will be telephone, and the Dispatch Phone field (above) will become a required field.Dispatch Schedule: The Preferred Contact Method for this provider with this client will be defined by the selected dispatch schedule, and the Dispatch Schedule field (above) will appear and be a required field. |
| Working Schedule | Dropdown field to select from client-defined work schedules. To view the schedule, select the "View" button, and the Work Schedule Details pop-up will appear with a layout of that work schedule. |
| Notes | Free text field to add notes regarding the provider and this associated client |
Configuration of functionality
The Provider Site Profile page can be turned on for any role. Please contact your vx Suite consultant to enable this functionality.
Other notes
The information on the Provider Site Profile page may be updated if the user has the rights to update this page.
The existing Preferred Contact Method (global setting) is used for the default dispatching. If the client-specific Preferred Contact Method is 'NULL' (no value is selected), the work order will be dispatched using the global default Preferred Contact Method.