Approving Provider Directory Entries and Requirements for Listing

When a provider creates their public profile/directory entry for your organization's directory they will have to be approved by an admin in order to be listed. This article explains Profile Requirements and How to Approve Provider License and Specialties.

A provider's profile must be completed with the following to show up:

1. Profile Picture
2. About Me
3. Experience
4. Education
5. License
6. Specialty
7. Make Public Profile Publicly Viewable
   • To administratively complete a providers profile or check that all these items are completed:
     • Look up the provider's profile
       • Click User Management on the left sidebar
       • Click Providers
       • Search for the provider's name or email address
     • Click on their name
     • Click the License tab to confirm a license is on file
     • Click Public Profile (some portals say Directory Entry)
     • View information on their profile
     • Scroll to the bottom to see the checkboxes

Admin must approve each provider's license and each provider must have an approved specialty on their account.

1. Go to Organization Management
2. View All Organizations
   • If you have many organizations you may need to navigate to the org this provider is a member of
3. License / Specialty Approval
4. Unapproved Licenses (or Specialties)