5 - Building Providers and Resources

Question 1

What are the two options to build a provider?

Answer 1

1. Import from spreadsheet

2. Manual build

Question 2

What are providers?

Answer 2

Real people

Question 3

What are resources?

Answer 3

Machines, rooms

Question 4

What fields do you complete to create a SER record (5 fields)?

Answer 4

1. provider type
2. status
3. department
4. referral source type
5. scheduling type

Question 5

What two required fields and their values distinguish a provider and resource?

Answer 5

referral source; scheduling

Question 6

Why distinguish between a provider and resource?

Answer 6

To ensure correct scheduling; referral cannot come from a resource

Question 7

What is the purpose of the status field in the SER?

Answer 7

To make the record active. Inactive status cannot be used in Cadence or to create a schedule.

Question 8

What is the purpose of “Scheduling Type”?

Answer 8

Allows users to identify whether the record is a person, resource or a class