Create an assignment record

To create an assignment record, complete the following steps.

1. Open the assignment record form, then find and select a provider. (See Find (Select) Modal)

2. If the provider already has a provider health record in the system, on the Toolbar, click New; otherwise, click the Create a new record link.
3. In the Assignments section and complete any of the following substeps.

   1. In Assignment, select one or more options from the list.

      • Depending on your organization's form usage, the list may include the department, practice area, contract, or product.
      • Selecting an Assignment type when creating an assignment record ensures the record is easily recognized within a query or report.
      • For each option you select in the list, you will create a separate new assignment record.
      Note

      The Entity box will pre-populate with the entity that corresponds to the assignment selected.

   2. In From, enter the assignment start date.

   3. In To, enter the assignment end date.

   4. In Status, select the status of the provider's assignment, such as "Current" or "Contracted."

   5. In As Of, enter the date the status began or changed.

   6. In Category, select the provider's assignment category, such as "Active" or "Consulting."

   7. In As Of, enter the date the category began or changed.

   8. In Term. Reason, select the reason the assignment was terminated, such as "Performance" or "Contract not renewed."

   9. In Term., enter the date the termination occurred.

   10. In ID, type the ID associated with the specific assignment, if applicable.

   11. In Original Date, enter the date the provider entered into the department, practice area, or contract.

   12. In Network, select the network to which the provider is assigned.

   13. In Deleg. Status, indicate the appropriate status, such as "delegated," if the provider has authorized their application process to be managed by a delegate (hospital), or if credentialing functions have been delegated to another organization, institution, service company (managed care).

   14. In Designation, select the designation of the assignment in relation to the provider, such as "Primary."

4. In the Other section, complete any of the following steps as they apply.
   1. In Date Entered, enter the date the information was entered into the system.

   2. In the Cred. Cycle list, select the appropriate cycle information. Some usage examples include the following:

      • If the Assignments form is used by a hospital or CVO, the provider's credentialing/reappointment cycles, such as January - odd year or January - even year, may be tracked here.

      • If the Assignments form is used to track managed care plans, this list could be used by the physician practice management user to track the credentialing cycle, or used by the managed care company to track the cycles of their providers by the plan assignment.

   3. Click Medical Director Notes and type any notes from the Medical Director regarding the assignment record.

   4. Click Information and type any notes concerning the assignment record.

   5. In Title, type the title held by the provider in relation to the assignment, if applicable.

5. Optional. In the Assignment Addresses section, in the grid, click Add Row and complete the following substeps.
   Tip

   The system will alert you if there are no available addresses for the provider. To remedy this, Create a provider address record, then reopen the assignment form and retry this step.

   1. In the Select Provider Addresses grid, select one or more addresses, then click OK.

   2. In the Assignment Addresses grid, in the Address Type column, select a type, such as "Primary" or "Billing," from the list.

   3. In the Contracted column, select the check box, if applicable.

   4. In the Contract ID column, type the contract ID, if applicable.

   5. If your organization requires you to track additional information about the assignment address enter the required information in the User Defined section.

6. Optional. In the Assignment Specialties section, in the grid, click Add Row and complete the following substeps.
   Tip

   The system will alert you if there are no available addresses for the provider. To remedy this, Create a Provider Specialties / Board record, then reopen the assignment form and retry this step.

   1. In Select Provider Specialties / Boards, select one or more clinical specialties associated with the assignment record, then click OK.

   2. In the Assignment Specialties grid, in the Specialty Status column, select a status from the list.

   3. In the in the Specialty Type column, select a type from the list.

   4. If your organization requires you to track additional information about the assignment specialty, enter the required information in the User Defined section.

   Note

   If you add Assignment Specialties or Boards and also add a record to F: Specialities/Boards, you will need to refresh your browser (or logoff and back in) to see your changes.

7. Optional. In the Additional IDs section grid, click Add Row and complete the following substeps. If not included in the existing columns, enter the required information in the user-defined grid columns.new ID row appears in the grid. The new row is marked Active by default.

   1. In the Additional IDs grid, in the ID column, type the identification number/code associated with the assignment record.

   2. In the Type column, select a type from the list.

   3. In the Start Date column, enter a start date for the ID.

   4. In the End Date column, enter an end date for the ID.

   5. If your organization tracks additional information about the assignment ID, enter the required information in the User Defined section.

8. Optional. If your organization tracks additional information about the assignment record, enter the required information in the User Defined section.
9. Click Save.