Partners: the companies your organization works with

Keep the companies your organization contracts with (paramedicine, home health, therapy, a lab, equipment, a pharmacy) on Settings. A family can mark a care card as working with one, and your providers see it on that patient.

2 min readUpdated For: organization, clinician

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 in the Schedule tab. 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.

Step by step

  1. 1On Settings, under Partners, tap Add a partner.
  2. 2Type the company's name, pick its type, say what they do for your organization and whether your organization bills for these visits.
  3. 3Add the main contact and the address, then tap Save the partner.
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