Summary:
This guide provides a central reference for the ProviderTrust Application, covering essential workflows for both ongoing monitoring and on-demand searching. Whether you are preparing for an upcoming training or need a quick post-implementation refresher, use this guide to navigate our support documentation and maintain an audit-ready compliance program.
Lesson One: Administration & User Access
Summary: Administrative tools allow for granular control over team access and platform security standards to ensure role-based data protection.
Individual User Provisioning: Manually add team members and assign specific system permissions tailored to their professional responsibilities.
Mass Account Integration: Utilize the bulk upload template to invite large groups of users and standardize access levels in a single action.
Permission Levels and Restrictions: Review the comprehensive matrix to define visibility limits and action rights for users with restricted or departmental access.
Lesson Two: Ongoing Monitoring
Summary: Establishing a baseline understanding of the ProviderTrust interface ensures your team can interpret compliance data accurately. These resources cover the primary "Source of Truth" for your monitored population.
Email Communications: Identify the format, frequency, and sender information for automated alert and report notifications.
Dashboard Overview: Navigate the ProviderTrust Dashboard and interpret the Overall Compliance Score.
Reviewing Your Population: Use the Population tab to search and filter for providers, verify their active monitoring sources, and access detailed network and provider information.
Monitor Alerts: Access new alerts from the Dashboard, compare primary source data against internal records, and document investigations using audit-ready status updates and notes.
License Verification: Track how the system automates primary source verification, manages expiration timelines, and monitors professional standing changes.
ProviderTrust Reports: Generate pre-built audit and compliance reports or create custom population and alert exports using specific data filters.
Lesson Three: Instant Search User Resources
Summary: Instant Search allows for immediate, real-time verification against source databases. This tool is essential for point-in-time checks when enabled as part of your organization’s configuration.
Instant Search Result Types: Interpret the various verification outcomes across source databases to determine a provider's eligibility.
Searching by NPI: Perform searches using a National Provider Identifier to return and review verified results.
Searching by SSN: Follow specific guidelines for Social Security Number searches and interpret SSDMF "Match" and "No Match" results.
Individual & Organization Searches: Utilize best practices for name-based searches to accurately identify potential matches for both people and entities.
Review Search History: Access, filter, and manage your log of previous searches and generate detailed history reports.
Download Individual Search Reports: Export and download completed search results for internal review or record-keeping.
Lesson Four: File Management
Summary: Managing data at scale requires efficient file processing. These resources guide you through the bulk upload process and provide the steps necessary for resolving data discrepancies.
Organization File Upload: Follow the required formatting and steps to upload organization-level data for comprehensive entity monitoring.
Individual File Upload: Ensure accurate provider monitoring by adhering to proper naming conventions and formatting during the individual upload process.
Resolving Processing Exceptions: Identify common error messages, interpret their meanings, and follow corrective steps to successfully re-upload your data.
Quick Tips for Success
Bookmark the ProviderTrust Help Center for real-time updates to these articles.
Use the Help button within the ProverTrust application interface to search for specific troubleshooting steps without leaving your workflow.
Contact Support at support@providertrust.com for additional questions or technical assistance with persistent file errors.
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