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titleRegister for the Webinar on July 16
urlhttps://webinars.on24.com/servicechannel/summer2024launch

You can access these product enhancements after July 25, 2024.


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We’re committed to delivering the tools you need so proactive provider management can become a seamless part of your organization’s standard operating procedures. Here is how we are helping you manage key actions with this release.

Action 1: Measure performance

Establish clear performance metrics and use data to objectively assess provider service quality.

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Get started by setting the due date for each provider review. Then record your notes from each review to see trends and ensure issues are promptly addressed. 

Track Provider Reviews >

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Action 2: Identify areas to improve

Benchmark provider performance against industry standards. Provide a scorecard and feedback for improvement. Consider replacements if necessary.

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Note: On July 24, 2024, the original Scorecard 1.0 will be discontinued. Be sure to set up scheduled reports in the updated Scorecard to gain insights for your regularly scheduled business reviews.

See My Scorecard 

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Action 3: Test new providers

Onboard new providers regularly and evaluate their initial performance to ensure they meet your organization’s standards.

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  • Go to menu > Locations & Provider Assignments

  • Option 1: Click on Assign Providers on one of the provider cards in the Unassigned Provider Waitlist.

  • Option 2: Click on the + (plus sign) button to assign providers

    • Quickly find providers by typing their name.

    • Then, select the correct locations for each trade to easily switch your provider assignments.

Assign My Providers >

Action 4: Expand on success

Grow relationships with high-performing providers while ensuring backups are prepared and dependable.

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