Hierarchy Explorer summary view


The summary view displays an HCO's hierarchy in a tree view so you can review the entire hierarchy on a single page.

This view can be helpful for understanding the different levels of the hierarchy (what data is there, at what level, and in what numbers), for preparing for custom hierarchies, and for understanding target counts. The view contains a screenshot tool so you can snap a picture of the hierarchy for sharing or using in presentations.

Access the summary view

Summary View tab

Select any HCO or HCP and click Summary View. The view is supported for the default, All Hierarchies view, or you can review any HCO or HCP in the context of any custom hierarchy.

When the summary view opens, ancestors and all levels of the selected HCO's hierarchy displays in a tree view.

Summary view icon

A Hierarchy icon displays beside each record so you can quickly access the data to keep exploring and understanding the organization.

The Summary View opens in a pop-up, instead of the tab, with that record in focus.

Click on any of the group counts to open a pane and view the list.

All of the functionality in the Summary View tab is available in the pop-up except HCO/HCP filters. If you want to filter the accounts, use the Open in Summary View button to display the hierarchy in the tab.

HCP Summary View

A summary view is available for HCP records so you can see a diagram of the associated HCOs.

Tip: Use the custom hierarchies or Show Relationship Types settings to understand the different relationships for the HCP.

Click an HCO name to open the Summary View for that HCO.

Change the focused HCO/HCP

The Summary View can focus on any HCO or HCP in your hierarchy. You can quickly change the focus by clicking an ancestor or clicking an HCO/HCP in the rollup count popups.

Rollup counts

To review the entities that roll up to the focused HCO/HCP, click any of the counts on the Summary View.

A dialog displays all of the accounts for that category.

The left column in the group popups remains fixed as you scroll through the columns to view field details.

Tip: Any Active Filters that are applied to the hierarchy are also applied to entities in the rollup popups.

HCO count popup

When you click an HCO rollup count on the Summary View, the popup displays the following information:

  • Header - Includes the HCO type and a count of the HCOs in the rollup and identifies the HCO that is the focus of the Summary View.

    The location in the hierarchy and the parent organization (and count) also displays when you click the rollup count in hierarchy levels.


  • HCO details - All the HCOs for the selected HCO type are listed in alphabetical order.

    The details for each HCO include:

    • HCO name and primary address

      Click the HCO name to close the popup and change the Summary View to focus on that HCO.

    • Network hashtags

    • Rollup counts for HCOs and HCPs - Clicking a rollup closes the popup and opens the Explore HCO or Explore HCP tab with that HCO in focus.

    • Child affiliations - Click the Caret icon to expand the HCO and view child affiliation details.

    • HCO fields - All of the fields that display on the Explore HCO tab in the Hierarchy Explorer.

  • Export - Click to download the list of HCOs.

HCP count popup

Click an HCP rollup count on the Summary View to view details about the entities in the hierarchy.

The popup displays the following information:

  • Header - Includes the HCP type and a count of the HCPs in the rollup and identifies the HCO that is the focus of the Summary View.

    The location in the hierarchy and the parent organization (and count) also displays when you click the rollup count in hierarchy levels.


  • HCP details - All the HCPs of the selected HCP type are listed in alphabetical order by first (given) name.

    The details for each HCP include:

    • Name and primary address of the HCP

    • Network hashtags

    • Parent Organizations - Click the HCO name in the Parent Organization column to open the Parent Organization section below the HCP.

    • HCP fields - All of the fields that display on the Explore HCP tab in the Hierarchy Explorer.

  • Export - Click to download the list of HCPs.


The following tools are available to help you to customize and navigate the Summary View canvas:

  • Orientation - By default, the summary view displays as a vertical tree view. Use the Orientation icons to toggle the summary view from a vertical tree view to a horizontal tree view.

  • Show Relationship Types - Highlight relationship types on the graph (supported for US data only).

  • Show Additional Data - Hashtags and addresses display on the ancestor nodes to provide more information about these HCOs. The setting is on by default.

  • Pan and zoom - Use the zoom tool to increase or decrease the size of the graph. To pan, drag the canvas with your mouse cursor.

  • Take Screenshot - Click this button to take a screenshot of the graph. A .png file is saved to your local computer with the following file naming convention: <Root HCO name> Summary.png.

    When the screenshot is taken, it considers the following:

    • Orientation - The screenshot will display the graph in the current orientation.

    • Active filters - Records that match the filters are highlighted in blue.

    • Relationship types - When relationships types are filtered out, those relationships will be dimmed.

    Example screenshot

Hierarchy rollup counts

A total count of all HCOs and HCPs in the focused HCO's hierarchy displays. Below the total count is a breakdown count for each HCP and HCO type.

Note: If the summary view is using a custom hierarchy, the counts reflect only the records that apply to the custom hierarchy.

HCO and HCP groupings

HCOs and HCPs are grouped into categories to help users understand the types of professionals and organizations in the health system.

The groups are mapped to specific HCO/HCP types. The HCP group mappings also consider the Medical Degree field and can be country-specific.

Level counts

A summary of the HCO's hierarchy levels display on the top bar (or the sidebar if the orientation is set to the horizontal tree view).

Each level provides counts for the HCPs and HCOs in the root HCO's hierarchy. The counts are aligned to the HCP and HCO group counts in the graph and reflect any active filters or custom hierarchy that is applied to the hierarchy.

Include subsidiary HCOs

Only records that meet any applied filters and custom hierarchy display in the summary view and are considered in the count. However, subsidiary HCOs (HCOs that are between the root HCO and the filtered HCOs) are contained in the count.


Filter a hierarchy using the #hospital hashtag. Hospitals are highlighted.

In this case, there is an Admin Only Location that is a parent of the hospital. The Admin Only Location is a subsidiary HCO, but it is counted to ensure you can view the entire path of the hierarchy in the summary view.

Filter the graph

You can apply filters to HCOs and HCPs so you can view relevant records in the hierarchy. When filters are applied, the graph refreshes and records that match the filters are highlighted in blue. Records that do not match the filter are removed. The counts also update to reflect the filtered records.

Show relationship types

Use the Show Relationship Types option to view the relationship details for the hierarchy.

Note: This is supported for US data only.

When the option is applied, the connecting lines on the graph are highlighted to identify the relationship types. A legend, Highlight Relationships, displays to map the line color to the relationship type.

By default, all of the applicable relationship types display.

To focus on specific relationship types, clear the checkbox beside relationship types that you do not need to view. This will dim the related records and connecting lines on the graph.

Supported relationship types

  • Ownership/Affiliation

  • Kaiser

  • Business Partner

  • Claims

  • Joint Venture

  • Other Relationships

Toggle between custom hierarchies

You can toggle between any of the custom hierarchies available to understand the structure of the custom hierarchy. When you change the hierarchy, the graph updates to display only the accounts that are part of the custom hierarchy.