Editing hierarchies

Business users can add, remove, and edit affiliations directly within the Hierarchy Explorer widget. Account profiles can also be edited directly in the widget.

Benefits

  • Easily add accounts to the hierarchy - Add accounts to any level of the hierarchy without jumping to different accounts to find the correct affiliation.

  • Simplify custom hierarchy management - Business users can edit custom hierarchies directly within the widget, streamlining the management process.

Key highlights

  • Editing can be enabled for specific hierarchies.

  • Add accounts or remove accounts in any level of the hierarchy.

  • Edit relationships and accounts.

  • Make the changes directly within the hierarchy view to understand the impact.

  • Preview the changes as drafts before committing them.

  • Submit DCRs against the hierarchy directly from the widget.

Enable editing

Administrators can enable editing in the Hierarchy Explorer widget configuration.

  1. In the Admin console, click Widgets & Portal > Network Widgets.

  2. Select a Hierarchy Explorer configuration.

  3. In the Editing Options section, select Enable Editing.

Enable editing for hierarchies

When editing is enabled for Hierarchy Explorer, it is available by default for the following hierarchies:

  • All Hierarchies

  • Ownership Hierarchy

Enable editing for custom hierarchies

To enable editing in the widget for custom hierarchies:

  1. In the Admin console, click Data Model > Hierarchy Management.

  2. On the Hierarchy Management page, select a hierarchy.

  3. In the Editing Options section, select Enable hierarchy editing in Hierarchy Explorer.

  4. Add to Hierarchy / Remove from Hierarchy - Define the default field values that will be included in the DCR when users add or remove affiliations in the widget.

    For example, set the Oncology Hierarchy field to Yes/True and the Relationship Type field value to Affiliation when users add HCO-HCO relationships.

    5. Supported fields

    System fields and the Hierarchy Type field does not display.

    Note: When a new affiliation is added, the Parent HCO Status field is set to Active by default.

    Define the fields for HCO-HCO and HCP-HCO relationships.

  5. Save your changes.

Example

Set the default value for the Oncology Hierarchy field to Yes/True when users add an HCO-HCO affiliation in the Hierarchy Explorer widget.

Add affiliations

If editing is enabled for the hierarchy, affiliations can be added at any level of the hierarchy.

  1. Add an affiliation using one of the following methods:

    • On the Child HCOs or Child HCPs tab, click Add Affiliation.

      This creates a Level 1 affiliation.

    • On the Child HCOs tab, click Actions beside an HCO name and select Add Child HCO.

  2. A row is created in the hierarchy. Begin typing the affiliation name in the Search field.

    Results begin displaying accounts from your Network instance that match the keywords.

  3. Select an HCO/HCP to add as an affiliation.

  4. The HCO/HCP is added as a row on the tab. The Draft icon displays beside the account name.

    Available actions:

    • Submit - Click to send a DCR so the affiliation can be added to the account.

    • Delete - Click the Trash icon to remove the draft affiliation.

  5. If you click Submit, the New Affiliation dialog displays.

    Add the following details:

    • Fields - Add or change the field values that will be included on the DCR.

    • Notes - Add details to help the affiliation changes to be quickly approved.

    Available actions:

    • Submit - Click to send a DCR so the affiliation can be added to the account.

    • Save as Draft - Click to keep the affiliation as a draft change.

      Drafts are temporary. It is removed when you leave or refresh the page.

    • Delete - Click the Trash icon to remove the draft affiliation.

  6. If you submitted the change, a DCR is created.

    The HCO/HCP remains highlighted in green and displays a Pending Review icon. Click the icon to display details and the task ID.

Remove relationships from the hierarchy

Business users can remove HCO-HCO and HCP-HCO relationships.

To remove a relationship:

  1. HCO-HCO relationship - On the Child HCOs tab, click Actions beside an HCO name and select Remove Affiliation.

    or

    HCP-HCO relationship - On the Child HCPs tab, click Actions beside an HCP name and select Remove Affiliation.

  2. The Remove Affiliations dialog confirms that the affiliation is being removed from the focused HCO.

    The relationship status field will be changed from Active to Inactive according to the rules defined in the hierarchy configuration.

    Available actions:

    • Discard - Click to return to the hierarchy without removing the affiliation.

    • Submit - Click to continue to remove the affiliation.

  3. If you submitted the change, a DCR is created and sent to Network.

    The HCO/HCP remains highlighted in red and displays a red Pending Review icon. Click the icon to display details and the task ID.

    The relationship will be removed if the DCR is approved.

Edit relationships

Business users can edit HCO-HCO and HCP-HCO relationships.

  1. HCO-HCO relationship - On the Child HCOs tab, click Actions beside an HCO name and select Edit Affiliation.

    or

    HCP-HCO relationship - On the Child HCPs tab, click Actions beside an HCP name and select Edit Affiliation.

  2. On the Edit Affiliation dialog, define the following details:

    • Fields - Add or change the field values that will be included on the DCR.

    • Notes - Add details to help the affiliation changes to be quickly approved.

    Available actions:

    • Discard - Click to return to the hierarchy without removing the affiliation.

    • Submit - Click to continue to remove the affiliation.

  3. If you submitted the change, a DCR is created and sent to Network. The HCO remains highlighted in yellow and displays a yellow Pending Review icon. Click the icon to display details and the task ID.

    If the DCR is approved, the affiliation will be updated.

Editing account profiles

Business users can edit accounts within Hierarchy Explorer. Changes are submitted as DCRs.

Edit an account

  1. On the Child HCOs or Child HCPs tab, click Actions beside an HCO/HCP name and select Edit Profile.

    The profile opens in edit mode.

  2. Make any required changes to the account information, addresses, or licenses.

    Note: Affiliations cannot be edited or removed on the account profile. The Parent Affiliations section is hidden in edit mode.

  3. Save your changes.

  4. The Confirm Changes dialog displays the fields that were changed. Click Submit.

    A DCR will be routed to the record owner to process the change.