The Track Workload View enables users to access providers that have been entered into the system. Users can find specific providers quickly and easily using filters.
Workload View
The workload view displays providers along with the following information:
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Provider Name: Each provider is assigned a unique name to identify them in the system.
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Type: Indicates the type of provider, categorizing them based on services or offerings.
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Status: Displays whether the provider is active or inactive, helping users track their current availability.
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License Status: Shows the provider’s current license status, such as valid, expired, or pending.
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County: Identifies the county where the provider operates, if relevant.
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Address: Lists the provider's address, offering location details for quick reference.
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Phone Number: Provides the provider’s contact phone number for easy communication.
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Assignee: Displays the name of the person responsible for managing or overseeing the provider’s record.
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Date Created: Reflects when the provider’s record was initially created in the system.
- Last Updated: Shows the most recent date any updates were made to the provider’s record.
Users can apply filters to the Workload View to help view specific provider records. To apply a filter to the Workload View, click on the Filters button on the upper left-hand side of the screen.
Important Note:
The Workload View displays all providers in your system by default. At this time, only one filter can be applied at a time to narrow down the provider list. However, we are actively working on an enhancement that will allow you to filter across multiple columns simultaneously, making it easier to refine your search. Stay tuned for future updates!