Partners: the companies your organization works with

Partners is a card on Settings, below Locations. Each partner has the company's name; its type (Community paramedicine / EMS, Home health, Therapy, Lab, Medical equipment, Pharmacy or Other); what they do for your organization; whether your organization bills for these visits; the main contact, with an optional title, a first and last name, a job title, a cell, an office phone and an email; and the address as street, city, state and ZIP. A partner is active or ended: End the partnership keeps it on the list, marked Ended, and Make it active again brings it back.

Who manages it: an organization administrator adds, edits and ends partners for the whole organization. Everyone else in the organization (practice group and location administrators, providers and staff) reads the list. ExpressAgain can add and change an organization's partners from its own tools too.

On the patient: when a family whose care your organization follows keeps a care card for a partner's person, such as the community paramedic who comes out on your organization's behalf, the family can mark that card Works with your organization and the partner. Your providers then see that card marked, for example, Sample's partner · Sample Paramedicine Partners, under Doctors and providers on Patient info and on that person's appointments on the patient's Schedule (behind the door named after the patient). Only your own organization's partners are marked for your providers, and only while the partner is active. The family decides which card says it, and can remove it any time.

A partner is a label and an affiliation, never a login. The partner's person keeps their own login, if they have one, and the family's Give access on the card is still what lets anyone sign in. Adding a partner sends nothing to the partner, no email and no text; ExpressAgain keeps the company and its main contact in its own list of business contacts.

A partner on ExpressAgain: when the partner company signs up as its own organization (for a community paramedicine program that is an organization of the kind Agency), ExpressAgain links the partner to it, and the partner's row on Settings reads Also on ExpressAgain as, with the organization's name. That link is what makes a referral possible.

Referring a patient: on Patients, an enrolled and accepted patient's row has Refer to a partner for whoever manages that patient (an administrator over the patient's location or practice group, or the primary provider). Pick the partner (only partners that are on ExpressAgain are offered), the person there if you know who is coming (or leave it for the partner's administrator to assign), and one short line on why. Send the referral, and the row keeps a closed Partners line: Referred to First Priority · Graham · Sep 29, with End. The family is told on the care-team feed and by a phone notification, and can end the referral from the Care Team page; they do not have to accept it first. Your Feed & alerts shows the same line.

How the partner's people sign in: the same way anyone at an organization does, with the invitation email ExpressAgain sends when the organization is created and their own password at the join link, then the organization panel. Nobody at the partner needs a code from the family, and nothing changes for a person the family already gave a login to with a care-team code: that login stays, and when the same person (the same email) opens the patient through the referral, the app reuses their sign-in and the family's existing care card for them rather than making a second one.

Partner caseload: on the partner's panel, Patients, Feed & alerts, Reports and the patient search, the patients referred to it appear with Referred by, the practice's name, who referred and when, and the reason under it. The partner's organization administrator sees every live referral to the partner; everyone else there sees only the referrals addressed to them, and the administrator assigns or reassigns the person on the row. A referral names exactly one patient: the partner never sees the practice's other patients, and there is no coverage line of the practice's to change. The person a referral is addressed to opens the patient like any other and lands on the clinician dashboard with their own discipline, for example community paramedic; the family's Care Team page then shows that person's card marked as the practice's partner, and the family can see when they last opened the dashboard. Ending the referral, from either organization or by the family, takes the patient off the partner's caseload at once and removes the login the partner's person got through it. Reports count referred patients on one line of their own.