Using the Hierarchy Explorer widget

When you open the Hierarchy Explorer widget for the first time, the List View tab displays by default. This displays a directory of all HCOs that have been defined as key networks in your Network instance.

When you return to the widget and open it, HCOs that you have explored previously display in the Recently Opened view. Click an HCO to open that hierarchy.

To find a key network for a specific country:

• use the Search bar to find the HCO by name

• Click the directory view, called All Key Networks by default, to explore the list of key networks in alphabetical order

Directory view

Click All Key Networks to view all the HCOs that are defined as key networks in your Network instance.

List view

The key networks/IDNs are organized in alphabetical order by name. Click a letter to view the key networks that begin with that letter. If the letter is dimmed, there are no Key Networks that have a corporate name that begins with that letter.

A count of key networks displays beside the opened letter.

Key network/IDN names that do not begin with a letter (A-Z), display under the Hashtag # symbol.

Navigate the directory view

• Click the letters in the heading to view the key networks that begin with that letter.

• Use the Previous or Next links at the bottom of the page to move between letters.

• Click Scroll to Top to return to the top of the page.

Note: As you scroll through the list, the Hierarchy widget banner hides so you have more space to view the list of health systems.

Smaller directories

When the widget contains fewer than 2000 key networks or IDNs, the HCOs display in alphabetical order on a single page. You can quickly scroll through the list or select a letter in the header to move to that section on the page.

Business cards

Hover over a key network/IDN name to display a pop-up containing the following details:

• corporate name

• address

• HCO type

These details can help you identify the correct key network, especially when they have the same or similar name.

Table view

Widget users can now find key networks using the Table View. The table view displays additional details about the key network.

The key networks are organized in alphabetical order. Click the letters in the header to find a key network by its corporate name.

If there are fewer than 2000 key networks in your Hierarchy Explorer widget, the key networks display on a single page in the table view. Scroll through the page to find the key network by their corporate name or click a letter in the header to scroll to that section on the page.

Note: As you scroll, the Hierarchy widget banner hides so you have more space to view the list of health systems.

Details

By default, the following details display for each key network:

• corporate name

• HCO type

• address

• Veeva ID

• hashtags

Tip: Additional columns can be added. To include details, Administrators can add fields to the Additional HCO Fields section of Hierarchy Widget configuration.

Country list

Select the country to find health systems. This list includes countries that were defined for the Hierarchy Explorer widget and that you have access to through your data visibility profiles.

A count of the HCOs that are considered top parent HCOs display. HCOs are considered top parents based on the top parent mapping for the country in the widget configuration will display.

Search

Click the Search icon to open the list of health systems that are available in your Network instance for the selected country. The health systems are listed in alphabetical order.

You can also use the search field to immediately find a specific health system.

Recently opened health care systems

This list displays HCOs that you have opened previously in the widget. Only HCOs that have a valid record state display.

Each list entry includes the HCO's name, address, and country. The address that displays is the top ranked address (rank =1) that is active.

• Click an HCO to open the Hierarchy Explorer for that account.

The HCP Type column displays by default. Administrators can include an additional column to provide more details for widget users. Additional columns are added in the widget configuration in the Additional Fields Displayed section.

All hierarchies view

When you select an HCO, the Hierarchy Explorer opens to the All Hierarchies view for this top parent HCO. The view displays all of the active HCO and HCP relationships for this HCO.

Custom hierarchies

Use custom hierarchies to visualize primary relationships for specific business purposes. For example, you might have a hierarchy for sales roll-ups or for specific therapeutic areas (Neurology or Oncology). The HCO and HCP relationships that display will be filtered based on the criteria that you define for the custom hierarchy.

Hierarchy views

When you select a top-level HCO and open the Hierarchy Explorer, that root HCO displays at the top of the view.

Summary header

The summary header includes the following information for the root HCO:

• Icon - Identifies the HCO type, the record owner (Veeva OpenData (orange), local (gray), third party (blue).

• Country - The primary country of the record.

• Name - The corporate name of the HCO.

• Address - The HCO's most relevant address.
  
  HCO records can have several addresses. The address that displays is the address with the most fields marked as primary. If the HCO does not have a primary address, the highest ranked address displays. Only active addresses display.

HCO page actions

On the root HCO page, you can do the following:

• View Profile - Click the root HCO name to open a panel to view the account profile.

• View custom hierarchies - The default view displays all active HCOs when you select a health system. If you have custom hierarchies, you can switch between them.

• Explore HCOs - This tab is open by default and displays all levels of HCOs associated to this top-level HCO. It displays the count of direct and total (direct and indirect) HCOs that are affiliated with the root HCO.

• Explore HCPs - Open this tab to view the HCPs that are directly or indirectly associated to the top-level HCO. The tab displays a count of direct and total HCPs that are affiliated to the HCO.

• Summary view - Click to open a new tab that displays all levels for an HCO. See Summary View for more information.

• Filter the hierarchy – Click Apply Filters to define criteria for finding HCOs and HCPs. All levels of the hierarchy are searched. The counts on the tabs update to display counts for the filtered results.

• Export to Excel - Select HCOs or HCPs and export them to a Microsoft® Excel® file. For more information, see the "Export hierarchy data" section.

• Fullscreen - Expand the widget to the size of your full browser screen.

• Collapse Header - Expand the hierarchy viewing area by minimizing the header. This hides the hierarchies, any applied filters, the Explore HCO and Explore HCP tabs, the Summary View tab, and the Export to Excel button.

Breadcrumbs

Breadcrumbs detail the path you take through the hierarchy. Use the breadcrumb to navigate back through the hierarchy.

Hover over truncated breadcrumbs to view the accounts.

Explore HCOs

This tab displays all the HCOs in the hierarchy.

View details

By default, the following details are available for each HCO in the list:

• Icon - Based on the HCO type

• HCO name and address

  The address that displays is the address with the most primary fields that are true. If no addresses are marked as primary, the highest ranked address displays.

  Tip: Click the name of the HCO to open the preview the profile. A pane will display.

• Hashtags - Network hashtags are dynamically added below the HCO name so you can immediately identify key details about the record. Hover over the hashtag to view a tooltip for more information.

• Level column - The level that the HCO is at within the health system.

• HCO type column - The HCO type.

Note: Additional fields can be added in the widget configuration. In the example above, an administrator has included the HCO Specialty field.

• Roll-Ups - A count of HCOs and HCPs that are directly and indirectly connected to the HCO.
  Click an HCO count to refocus the hierarchy on that HCO, or click an HCP count to open the Explore HCPs tab with that HCO as the target.

  If you filter the results, the counts are updated to reflect the filtered results.

• Associated HCOs - A caret displays beside HCOs that have their own hierarchy. Click the caret to expand the HCO section to quickly view associated HCOs. A maximum of 50 HCOs can display in the expanded section.

Filter HCOs

Click Apply Filter to limit the HCOs and the HCPs included in the roll-up counts for specific criteria.

In the filter dialog, use the settings to determine your filter criteria. The lists contain values that apply to the root HCO's primary country.

Tip: Use hashtags instead of looking for values in each filter field. For example, use the #neuro hashtag instead of finding the neurology-related values in the HCO Speciality list.

Considerations for filtered HCOs and HCPs:

• Only active HCOs and HCPs display.

• Valid and Under Review records display.

• Candidate records and opted out HCP records do not display.

• Data visibility profiles are not applied to the search. You can see any HCPs and HCOs that match the criteria.

The Active Filters dialog contains the following filtering options:

• Hierarchy filter (default option) - Filter on the first level of the hierarchy and display all HCOs in their hierarchy.

• Apply filters to all level - Filter on all levels of the hierarchy and display the filtered HCO only.

Click the tooltip to view an example for each filter option.

Example

Filter a health system to view the hospitals within its hierarchy. In the Active Filters dialog, we'll select Hospitals as the Major Class of Trade.

• Results with hierarchy filter

  Using the hierarchy filter, the first level of the health system hierarchy is filtered for hospitals and we can view all of the child HCOs in each hospital's hierarchy. In the example below, we can see departments and group practices in the HCO's hierarchy.

  Counts display for the HCO roll-ups so we have an immediate sense of the size of the HCO.

  

  If an HCO is not directly connected to the parent HCO, an indicator displays. This typically occurs when a filter is applied; for example, find Group Practices only.

• Apply filters to all levels

  When we filter every level, Hierarchy Explorer displays hospitals in all levels of hierarchy. The hierarchy does not display child HCOs that are not hospitals.

  Note that they are no HCO rollup counts because only the hospital displays. The HCP roll up counts are the same because child HCO data is not included.

  

Navigating with filters applied

If hierarchy filtering is applied to a hierarchy, the filters will be removed when you click HCO or HCP rollup counts. If you return to the original hierarchy, the hierarchy filtering is restored. The filtering remains if you are filtering all levels.

Note: To remove the selected filters, click the X icon beside the filter. You can also click Clear All Filters in the HCO and HCP sections on the Apply Filters dialog.

Explore HCPs

This tab displays all the HCPs in the targeted HCO's hierarchy.

A count identifies the number of HCPs that are directly connected and the total number of HCPs that are directly and indirectly connected to the HCO.

View details

In the widget configuration, administrators can include additional fields to display.

By default, the following details are available for each HCP:

• HCP name and address

  The address that displays is the address with the most primary fields that are true. If no addresses are marked as primary, the highest ranked address displays.

• Hashtags - Network hashtags are dynamically added below the HCP name so you can immediately identify key details about the record.

• View profile - Click the name of the HCP to preview the profile. A pane displays.

• HCP type - The type of HCP.

• Relationship Type - The relationship type from the HCP to the root HCO.

  If the HCP does not have a direct relationship, No Relationship displays.

• Parent Organizations - All affiliated HCOs for the HCP. You can use this information to see other HCPs that work for the affiliated organization and the health system the HCO is affiliated with.

  If an HCP has more than one affiliated HCO, click the + more link to view the Parent Organization section in more detail.

  

  Use the Parent Organization section to explore the following details:

  • Health system - Each parent organization displays the related health care systems so you can see if the HCO rolls up to a different health system.

  • Relationship type - Use this column to see how the HCP is related to the HCO. For example, an HCP might be affiliated with a several HCOs, but they submit their claims through a specific HCO.

  • Roll-Ups - A count of the HCOs and HCPs that are affiliated with the parent organization. Click the HCP count to view other HCPs that work with the targeted HCP at that parent organization.

  If you filter the Explore HCPs tab, it also filters the Roll-Up counts in the Parent Organization table. For example, you could filter the tab so you could see the HCPs that have a Doctor of Medicine (Medical Degree) in Neurology (HCP Specialty) for a specific HCO.

Filter HCPs

Click Apply Filter to limit the HCPs for specific criteria.

In the filter dialog, use the settings to determine your filter criteria.

Tip: Click Show Only Directly Connected HCPs to filter out the HCPs that do not have a relationship with the root HCO.

Considerations for filtered HCOs and HCPs

• Only active HCOs and HCPs display.

• Valid and Under Review records display.

• Candidate records and opted out HCP records do not display.

• Data visibility profiles are not applied to the search, so users can see any HCPs and HCOs that match the criteria.

Export hierarchy data

On the Explore HCOs and Explore HCPs tabs, you can export the selected data to a Microsoft® Excel® file so you can share it with other users or further investigate the details.

You can use the data to analyze the hierarchy; for example, use the data to understand the biggest HCOs (sort by total number of HCPs), calculate the levels inside the hierarchy, and analyze the geographies where HCOs are located.

Exported file

The hierarchy data is exported to your local computer as a Microsoft Excel (.xlsx) file. The file name is in the following format: <entity> in <root_HCO_name>_<date and timestamp>. For example, HCOs in Sutter Health 2022-03-02T11_29_45.

Note: If the Hierarchy Explorer widget is embedded into Salesforce® Lightning, the downloaded file name is download.xlsx.

Export HCO hierarchies

Select individual HCOs or export the entire hierarchy.

• Export the entire hierarchy - Select the checkbox beside the Health Care Organization. All of the HCOs in the health system are selected.

  

• Export individual HCOs - Select each HCO to export.

• Export embedded hierarchies - When you select an HCO that has an embedded hierarchy, the checkbox displays a partial selection. This means that the HCO is selected, but it's embedded hierarchy is not. This enables you to choose specific HCOs in the embedded hierarchy to also export.

  

  To include that HCO's entire hierarchy in the export, select the HCO again and the checkbox displays a full selection; all the HCOs in the embedded hierarchy are automatically selected.

  

Example HCO export

Filter the root HCO to find organizations with HCPs that specialize in neurology. When the hierarchy is filtered, select all the HCOs and click Export to Excel.

The exported file contains those neurology facilities.

Exported files for HCOs contain the details that you can view in the Hierarchy Explorer, plus additional data:

• Corporate Name - The name of the HCO.

• Veeva ID - Unique identifier for the HCO.

• HCO Type - For example, Hospital, Pharmacy Group, Department, and so on.

• Address - Full Address, City, State/Province, Zip/Postal Code

• Record Owner - Locally Managed or OpenData

• Additional fields - Fields that your administrator has defined in the widget configuration (for example, Major Class of Trade, All Specialties)

• Counts - Direct and total counts for affiliated HCOs and HCPs.

• Parent Affiliation - The related parent HCO.

• Parent Veeva ID - Veeva ID of the parent HCO.

• Hierarchy - HCOs in the immediate hierarchy. Hierarchy levels are separated by the pipe (|) character. For example: Health System A | Hospital A | Department A.

• Veeva ID Hierarchy - The Veeva IDs of the HCOs in the hierarchy. For example: 937932943268120161 | 937932943268120169 |937932943268120173.

  

• Hierarchy Level - The distance between the HCO at focus and the HCO in the hierarchy. For example, if the HCO is directly connected to the health system, the Hierarchy Level value is 1.

Sort order

The HCOs display alphabetically in the order that they roll up to the root HCO; for example, when there is an embedded hierarchy in the export, those HCOs display immediately under the HCO that they roll up to.

Export HCP data

Export HCP data to a Microsoft Excel file so you can analyze the data; for example, you can find new targets or understand how the HCPs roll up to the HCO

Example HCP export

On the Explore HCP tab, you can filter to find all HCPs that are neurologists within the hierarchy. When the HCPs display, select them all and click Export to Excel.

The exported file contains those neurology specialists.

Exported files for HCPs contain the details that you can view in the Hierarchy Explorer, plus some additional data:

• Names - First and last names

• Veeva ID - Unique identifier for the HCP.

• NPI - NPI number for HCPs in the United States.

• HCP Type - For example, Prescriber, Dentist, Pharmacist, and so on.

• Record Owner - Locally Managed or OpenData

• Address - Full Address, City, State/Province, Zip/Postal Code

• Additional fields - Fields that your administrator has defined in the widget configuration (for example, All Medical Degrees, All Specialties)

• Relationship to <focused HCO> - The relationship type to the focused HCO; for example, Affiliation or no value if it is an indirect relationship.

• Parent Organizations - The active parent organizations that the HCP is affiliated with. The HCOs that those organizations roll up to display in parenthesis (). For example: Hospital A (Health System A).

• Parent Veeva ID - The Veeva IDs of the health systems that the HCP is affiliated with.

  

• Health Systems - HCOs in the immediate hierarchy. Hierarchy levels are separated by semi-colons (;). For example: Health System A; Health System B; Health System C.

• Health System Veeva IDs - The Veeva IDs of the health systems in the hierarchy. For example: 937932943268120161; 937932943268120169; 937932943268120173.

Sort order

The HCPs display alphabetically in ascending order in the file.