.. include:: ../variables.rst

.. _provider.categories:

Health Care Providers
=====================

Health Care Providers (HCPs) are the types of staff your auditors
record observations against --- nurses, physicians, dietary staff,
EMS, environmental services, and any custom role your organization
tracks. The HCP list controls:

* the dropdown of provider types auditors see in |AUDITSOFTWARE| and
  in the :ref:`web observer<hygiene.observation.web>`,
* the per-HCP colors used on dashboards and charts,
* the FTE counts used to weight results across roles.

To open the list, go to :blue:`Account` | :blue:`Advanced` |
:blue:`Health Care Providers`.

.. _provider.categories.list:

Health Care Providers List
--------------------------

.. figure:: /images/lightmode/provider-categories-list.png
   :align: center

|br|

Stat Chips
^^^^^^^^^^

Cards across the top give you an instant rollup:

* ``Total`` --- every provider type defined on the account.
* ``Enabled`` --- types currently visible to auditors.
* ``Disabled`` --- types kept on file but hidden from new audits.

Page Header Actions
^^^^^^^^^^^^^^^^^^^

* ``Add HCP`` --- opens the editor (see
  :ref:`provider.categories.editor`) to create a new provider type.
* ``Export`` --- saves the current (filtered) list to HTML, CSV, or
  Excel.

Filtering
^^^^^^^^^

* ``Search providers…`` --- matches text anywhere in the provider
  name.
* ``All Status`` --- show ``Enabled``, ``Disabled``, or all providers.
* Refresh --- reload the list.

Row Columns
^^^^^^^^^^^

Rows are grouped by account. Each row shows:

* ``Status`` --- a green checkmark when enabled, grey circle when
  disabled. **Click the icon to toggle the status** without
  opening the editor.
* ``Provider Name`` --- the label auditors pick from the dropdown.
  A second line shows an optional description.
* ``Abbrev`` --- the short abbreviation that appears on compact
  reports (e.g. ``CLK``, ``EMS``).
* ``Index`` --- the provider index used for ordering the dropdown
  that auditors see.
* ``Color`` --- the color swatch used on dashboards, charts, and
  reports. **Click the swatch to open the color picker** and change
  it on the spot.
* ``Frequency`` --- how many times this provider type has been
  recorded in observations (display-only, updates with new audits).
* ``FTE`` --- the full-time-equivalent weighting used by reports
  and by the :ref:`HCP Full Time Equivalents<dashboard>` dashboard
  widget.

Row Action Menu
^^^^^^^^^^^^^^^

Click the three-dot icon at the end of any row:

* ``Edit`` --- opens the editor with the provider's current values.
* ``Delete`` --- permanently removes the provider type after a
  confirmation prompt.

Bulk Selection
^^^^^^^^^^^^^^

Tick one or more checkboxes to reveal the bulk-selection bar, then
``Delete Selected`` to remove several provider types at once. Click
the ``x`` to clear the selection.

.. _provider.categories.editor:

Provider Editor
---------------

.. figure:: /images/lightmode/provider-categories-edit.png
   :align: center

|br|

* ``HCP Name`` --- the display label (for example, ``Nurse``,
  ``Physician``, ``Dietary``).
* ``Description`` --- an optional longer description shown under the
  provider name in the list.
* ``Abbreviation`` --- a short form (up to 10 characters) used in
  reports and on compact dashboards.
* ``FTE`` --- the full-time-equivalent count for this provider.
  Reports that normalize by staffing (compliance per FTE, for
  example) read this value.
* ``Color`` --- pick a color with the swatch or paste a hex value.
  The color ties the provider to its bars and segments on every
  chart that groups by HCP.
* ``Enabled`` --- tick to show the provider in the auditor dropdown;
  untick to hide it from new audits without losing history.

Click ``Save Provider`` to keep your changes or ``Cancel`` to
discard them.

.. tip::

   Disabling a provider keeps every past observation that used it
   intact --- the past records still reference the provider by name
   and color. Disable rather than delete when a role is retired, so
   historical reports continue to read correctly.