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 Depending on the company’s user roles, you and your employees have different possibilities in terms of the provider review: 

• Users with the Data Writer role can track statuses and manage provider reviews.  
• Users with the Data Reader role can only track provider review statuses on the Compliance Table. 
  
  
  To check user roles, open Compliance Manager > Settings > Company > Users > Roles. Learn more information about users and their roles in the Company Settings – Managing Users and Roles. 

The Provider Reviewcolumn is added by default to the Compliance Table. If it is not seen, ensure you have checked the Provider Review box on the Column Selectorand that you scrolled the table to the right side.  

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By default, the suggested review date will be different for your providers depending on the date the provider was accepted to your Private Network.You can edit it by changing the provider review status. 

1. On the needed provider row of the Compliance Table, depending on the status, click one of the following: 
   
   • Next Review is on (Date) - View History 
   • Due for Review – Review 

   • No Planned Review – View History 
     The Provider Performance Review pop-up window appears. 
     
     

     Info
     Drag the Provider Review column and drop it in the place you need. For example, from the end of the table to its beginning.

     
     

2. In the Select Updated Status drop-down list, select one of the statuses of the last review. Depending on the selected status, the next review date or its absence will be applied.
   
   
   
   

3. (Optional) Should you select the Done status, specify the date of the recent provider review.
   
   
   

   Note
   The possible date to select is30daysin the past from the current date.

   
   

   Tip
   Tip!  Click the View Contractor Scorecard link to better prepare for the upcoming reviews, make notes of the current KPIs and scores states, and other indicators that help you to conduct reviews.   Only users with the analytics license can be directed to the Contractor Scorecard.

   
   
   

4. In the Notes section, enter the comments about the last review, for example, the previous meeting details, the upcoming review ideas, meeting skip or ignore reasons. 
5. Click Save.
   
   
   
   
6. (Optional)To view previous actions taken, click PROVIDER REVIEW HISTORY.
   
   

1. On the Compliance Table, select the checkboxes next to the providers you would like to manage performance reviews for and click Actions > Provider Review.
   
   
   

   Tip
   Tip!  To find needed providers faster, click the Provider Review filter and select the needed provider review status or sort providers by clicking the Provider Review column.   When you clicked on the provider Review Column, your providers will be sorted in the following order:  Due for Review  Next Review is on  No Planned Review  N/A

   
   

2. In the Select Updated Status drop-down menu, select one of the statuses of the last review. Depending on the selected status, the next review date or its absence will be applied.
   
   
   
   

3. (Optional) Should you select the Done status, specify the date of the recent reviews with selected providers.
   
   
   

   Note
   Note  When managing provider reviews for several providers at once, the View Contractor Scorecard link is unavailable. Select only one provider should you want to view their scorecard.

   
   

4. In the Notes section, enter the comments about last reviews, for example, the previous meeting details, the upcoming review ideas, meeting skip or ignore reasons.
   
   
   
5. Click Save.