hc1 ProviderView™
Outline
hc1 ProviderView™ is a streamlined way to find prospects for the services your healthcare organization offers. hc1 ProviderView™ transforms data from the U.S. Centers for Medicare and Medicaid Services (CMS) into visualizations that you can dial in with filters to discover the areas of greatest opportunity.
To open hc1 ProviderView, sign into your hc1 environment, click the app switcher icon, and then click the ProviderView icon.
Understand hc1 ProviderView Tabs
hc1 ProviderView presents data in 2 tabs: Individuals and Organizations. Each tab has a Dashboard and List:
- The Dashboard is where you apply filters to narrow down data.
- The List is where you view details about individual providers and organizations and export information to hc1 CRM.
The global metrics across the top of both tabs highlight the number of providers or organizations, specialties, and public medical claims (for individuals) that are in your current Search Results list on the List. These numbers are the result of all the filters you have applied on the Dashboard. Hover your mouse pointer over these metrics for additional information about these numbers.
The Individuals Dashboard has 3 main sections:
The Provider Breakdown section includes the Providers Distribution drill-through heat map, Top 5 Specialties bar chart comparison, and a Years of Experience pie chart. The source for this data is the NPPES NPI Directory. The data is approximately 1 month old and is updated on a monthly basis.
The Public Medical Claims section includes visualizations for Top 5 Specialties by Payment, Top 5 HCPCS by Unique Patients, and Top 5 HCPCS by Payment. The source for this data is CMS Summary Claims Data, which is approximately two years old and is updated annually by the Centers for Medicare and Medicaid Services. Click the Medical Claims Analysis control to see providers that match the filters you apply in this section.
The Public Rx Claims section includes bar charts for the Top 10 Prescriptions, Top 10 Drugs by Cost, and Top 10 Prescribing Providers. The source for this data is public Medicare Part D Prescriber data, which is approximately two years old and is updated by the federal Centers for Medicare and Medicaid Services. Click the Prescriptions Analysis control to see providers that match the filters you apply in this section.
The Organizations Dashboard has 1 section:
- The Organization Breakdown section includes the Organizations Distribution drill-through heat map and the Top 5 Specialties and Top 5 Sub Specialties bar chart comparisons. You can filter this information by facility name, specialty, NPI number, city, state, county, and ZIP code. The source for this data is the NPPES NPI Directory. The data is approximately 1 month old and is updated on a monthly basis.
Filter Individual and Organization Data
You filter ProviderView data from the Individuals and Organizations Dashboards:
- You don't have to type a complete value in text box filters such as Specialty, but you must enter at least 3 characters to get any results.
- In the Provider and Organization Breakdowns, you must choose a value for the State filter list first to populate the values in the County filter list.
- In the Provider and Organization Breakdowns, the first name, last name, and city filters search for matches that begin with the text you type in.
- If you see an applied filter value across the top of a dashboard section or in the List tab's Active Filters area and you don't know which filter it belongs to, hover your mouse pointer over the value in the white box to display the filter's name.
Apply and Save a Filter
- From the top of a ProviderView Dashboard section, click a filter category.
2. Click next to the filter name to select it.
3. Enter a value by typing it on the line and pressing Enter, clicking an option from the list, or moving the slider to the amount you want. The value appears in a white box next to the filter categories for the section. You can choose multiple values for each filter.
Note: To remove a value, click x in its white box and click Apply. Click Clear to remove all the filter values for a section.
4. Click Apply. The visualizations on the dashboard update to show the filtered information.
5. Navigate to other sections and apply other filters as needed.
6. To take a closer look at the data, click the Medical Claims Analysis or Prescriptions Analysis toggle to see a table with more information. Click the arrows at the top of a column to sort the list in ascending or descending order according to that column’s values.
7. To save a filter for future use:
- Click Save Filter. The Save Filter box opens.
- Click the Enter a name… line and type a name for the filter.
Note: If you see other text instead of "Enter a name...," that means a filter is already applied to the dashboard and what you save will overwrite that filter. If you don't want to do that, click Cancel. Click My Filters to choose to reset filters and start from scratch or choose to copy the current filter and modify it.
- Click Save. The number after My Filters increments by 1, and the saved filter becomes the current filter.
8. If you want to create another, brand-new filter, click My Filters and choose Reset Filters from the menu that appears.
To access your saved filters later, click My Filters and choose the saved filter you want to apply. A checkmark appears next to the currently applied filter.
To remove a saved filter, click my Filters and click x next to the filter’s name. A Confirm Delete box appears, click Yes.
Copy and Modify an Existing Filter
If you want to create a new filter set that is similar to one you have already saved, you can save time by copying the saved filter and adjusting it:
1. In the top right corner, click My Filters.
2. Next to the filter you want to copy, click the clone filter icon. The Save Filter box opens.
3. Replace the existing filter name with a new name.
4. Click Save. The number next to My Filters increments.
5. Add or remove filter values as needed.
6. Click Save Filter.
7. In the Save Filter box that appears, click Save.
Individuals Filters
Organizations Filters
Specialty Filter Values
In the Provider Breakdown and Organization Breakdown sections of ProviderView, one of the Demographics filters is Specialty. hc1 will match what you type on the Specialty line against the CMS specialty and subspecialty values listed in the attached file below. The global metrics at the top of the ProviderView dashboard list how many specialties are in the filters you have currently applied.
Note: You don't have to type the entire specialty or subspecialty name. You can type just the first 3 characters to start getting results.
HCPCS Filter Values
HCPCS is theacronym for Healthcare Common Procedure Coding System, a coding system which is used in healthcare billing systems. It includes both CPT codes and codes for other medical services and supplies that Medicare and other insurers cover.
ProviderView's Public Medical Claims section has filters for HCPCS Code, HCPCS Name, and HCPCS range. hc1 will match what you type for these filters against the values listed in the attached document.
Note: You don't have to type the entire HCPCS code or name. You can type just the first 3 characters to start getting results.
Drug Names Filter Values
hc1 ProviderView’s Public Rx Claims section has both Brand and Generic filters for drug names. hc1 will match what you type for these filters against the CMS values listed in the attached spreadsheet.
Note: You don't have to type the entire drug name. You can type just the first 3 characters to start getting results.
View the Filtered Individuals and Organizations Lists
ProviderView’s List shows the name, specialty, NPI, state, and zipcode of the individuals and organizations that match the currently applied set of filters:
To see which filter values are applied, click Active Filters.
To sort the list according to a different column, click the arrows next to the column name.
To change the order columns are displayed in or hide certain columns, click Edit Columns. The Change and Order Your Columns box appears. In the Column Names area, uncheck columns you want to hide and check columns you want to display. In the Selected Columns area, click-and-drag columns in the order you want them to appear. Click Update to apply your changes.
To see all the listed individuals or organizations, use the paging controls at the bottom of the list. To show more rows at a time, choose 25, 50, or 100 from the picklist. Click a blue number to navigate to that page of search results.
To view provider and organization contact information and claims data, click on the name. To go back to the Search Results list, click More Results.
Export a Provider to hc1 Operations Management
If you are an hc1 Operations Management user, you can add providers from your ProviderView Search Results list to hc1 Operations Management as contact records:
1. From the ProviderView Dashboard tab, apply filters in the Provider Breakdown, Public Medical Claims, or Public Rx Claims sections to narrow down your provider list.
2. At the top right of the page, click List.
3. Check the boxes next to the providers you want to add to a single organization. To select all the displayed providers on the page, check the box in the column heading.
4. Click the orange Export to CRM link. The Export Providers to Healthcare CRM box appears.
Note: This link is also available from the provider details page.
5. Click the Search or Create a New Organization text and start typing the name of the organization you want to add these providers to. Choose the name of an existing organization when it appears in the search results list.
Or, if you are creating a new organization, type in the full organization name.
6. Click Update. The message “Providers successfully added to Organization” appears.
7. To view the organization, click the blue text. The organization opens in a new tab.
8. To view the providers you just exported, click the Contacts tab. Click the contact name to open the provider record.
9. Close the Operations Management tab.
10. To close the Export Providers to Healthcare CRM box, click x.
Once you add a provider from hc1 ProviderView to hc1 Operations Management, your system administrator can make the Provider details dashboard available as the ProviderView subtab on the contact record.
Note: To view a list of all providers imported to hc1 Operations Management via ProviderView, click the Contacts tab and choose the ProviderView custom list. If this list is not available, you can create your own by clicking Quick Filter on the Contacts tab, settings the Interface filter equal to ProviderView, and clicking Apply.
Export Organization Information to hc1 Operations Management
If you are an hc1 Operations Management user, you can add organizations from an hc1 ProviderView organization details page or Search Results list to hc1 Operations Management as organization records.
From the Organizations List:
- From the ProviderView Organizations Dashboard tab, apply filters in the Organization Breakdown section to narrow down your organization list.
At the top right of the page, click List.
In the Search Results, check the boxes next to the organizations you want to export. Or check the box at the top of the check box column to select all the organizations on the page.
At the top of the page, click the orange Export to CRM link.
In the Export Organizations to Healthcare CRM box, click Update.
When you see the message “Organizations successfully exported to CRM,” click the X to close the export window.
Troubleshooting Tips
ProviderView pages time out or never load.
Make sure the zoom level in your browser is set to 100% or more; a zoom level of less than 100% can cause the page to lock up. To change the zoom:
- In Microsoft Edge, click the horizontal three-dot menu. Next to Zoom, click the plus sign until the level is 100 or more.
- In Chrome, click the vertical three-dot menu. Next to Zoom, click the plus sign until the level is 100 or more.
- In Firefox, click the horizontal three-line menu. Next to Zoom, click the plus sign until the level is 100 or more.