The Provider Onboarding Dashboard is a helpful tool that allows you to streamline the onboarding process of new providers to your Private Network.
How Does It Work?
It highlights the specific steps that you need to take to move your providers through the onboarding process.
The onboarding cycle is divided into 6 steps. For each step, you will have a tile with the corresponding number of providers and the ability to act on each provider.
Step 5, Pilot Testing, is optional. You can choose to assign a new provider right away, without testing their performance first.
What Are the Key Benefits?
Streamlined Onboarding See the next steps clearly, reducing delays and improving provider activation. Knowing what action comes next without having to figure it out yourself results in faster provider onboarding.
Centralized Actions Manage invitations and onboarding from one page without searching across the platform.
Better Visibility Identify stuck providers and ensure invitations are properly managed to boost acceptance rates.
Navigating the Provider Onboarding Page
You can access the Provider Onboarding Status page from Compliance Manager by switching to the Onboarding tab.
On the Provider Onboarding Status page, you see 6 tiles where each tile matches the specific step in the onboarding process.
Tile Overview
Taking Action on Providers from the Onboarding Page
Check what actions are available to you under each tile. Pay attention that for a single tile there can be different actions available (for example, VIEW and EXPLORE) based on your permissions and based on the number of providers going through the particular onboarding step.
When action buttons are not available for some of the tiles, please check your permissions and roles.
The Provider Assignment Editor role is required to be able to rank providers.
To manage Provider Pilots and Provider Assignment Waitlist, ensure you have either the Power User or the Provider Assignments Editor secondary role.
The Analytics license is required to view the Contractor Scorecard 2.0 dashboard.
How to Onboard New Providers from the Onboarding Page
Follow these steps to onboard new providers from the Provider Onboarding Status page.
The Contractor Scorecard 2.0 in Analytics reflects data on onboarded providers who have already completed the number of work orders required to calculate the score. If they have just been assigned to locations and trades, they will not have any performance data.