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

FieldDescription
ProviderNurse Practitioner (Books_Agents record)
ServiceWhich service this provider offers
StateWhich U.S. states this provider is licensed to practice in
LocationPhysical or virtual service-delivery location
AvailabilityBooking 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:

FieldDescription
ProviderThe credentialed provider
StateU.S. state
License NumberState medical license
License ExpirationRenewal tracking
DEA NumberDEA registration for controlled substances (if applicable)

Care Team vs Service Provider

ModulePurpose
Service ProviderWhich services a provider offers in which states
Care TeamWhich staff members are assigned to a specific patient in specific roles

  • 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