Service Provider
Domain: Clinical Care | Type: Custom (active)
Full reference: CRM Modules Guide
What is it?
The provider-to-service assignment matrix. Determines which provider offers which services in which states/locations. This module controls what appears on the booking screen for patients.
What It Defines
| Field | Description |
|---|---|
| Provider | Nurse Practitioner (Books_Agents record) |
| Service | Which service this provider offers |
| State | Which U.S. states this provider is licensed to practice in |
| Location | Physical or virtual service-delivery location |
| Availability | Booking availability (linked to Google Calendar) |
Coverage by State
Not all services are available in all states. Providers must be licensed in each state they practice. This module — combined with State_Provider — enforces state-level eligibility.
Coverage visualization is available in the Partner Dashboard (“Coverage by State” section of the patient portal).
State_Provider Module
A companion module (State_Provider) is the licensing/credentialing registry for provider-state pairings:
| Field | Description |
|---|---|
| Provider | The credentialed provider |
| State | U.S. state |
| License Number | State medical license |
| License Expiration | Renewal tracking |
| DEA Number | DEA registration for controlled substances (if applicable) |
Care Team vs Service Provider
| Module | Purpose |
|---|---|
| Service Provider | Which services a provider offers in which states |
| Care Team | Which staff members are assigned to a specific patient in specific roles |
Related Modules
- Contacts — Patients assigned to providers via Care Team
- Meetings — Booking uses Service Provider matrix to show available providers
- Enrolled Services — Active enrollments reference the provider
Full reference: CRM Modules Guide