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Each person in the P/O Curation Portal must be identified uniquely in the current role.

Information on Tab Labels

The Person Details page displays all details about the person provided to date. The tab labels in the Assign Organizational Roles section at the bottom of the page display the number of each role already associated with the person that you are curating (if applicable). The letter "P" beside the role label on each of the tabbed pages indicates that at least one role is pending curation.

How to Manage Health Care Providers

  1. Navigate to the record of interest. See Navigating Records in Tables or Searching for Person Records.
  2. In the Action column for a given person, click Curate.
  3. In the Assign Organizational Roles section toward the bottom of the Person Details page, click the HCP (Health Care Provider) tab.
    The HCP page displays the research roles currently assigned to the organization (if applicable).

    You can sort the records

    Click the column heading once to sort the records in ascending order.  An arrow head indicates whether the sort order is descending or ascending. Click the column heading again to reverse the sort order.


    HCP (Health Care Provider) tab of the Assign Organizational Roles section 
    Manage Health Care Provider(s) Page-Assign Roles

  4. Follow one of the options in the table below to continue assigning roles:
    Options for assigning roles to a person

    If there are...

    And...

    Do this

    No health care provider role records displayed

    You want to add a role

    Proceed to the next step.

    One or more health care provider role records displayed

    The information for them is correct

    Proceed with other aspects of the person curation.

    One or more health care provider role records displayed

    The information for them is incorrect

    In the Action column for the record you want to modify, click Edit, and proceed to Select Affiliated Organization.

  5. To add a role, click Add Health Care Provider.
    The Create Health Care Provider page appears.
    Top portion of the Create Health Care Provider page  
    Create Health Care Provider Page – Role Information 
  6. Click Select Affiliated Organization.
    The Find Organization(s) page appears.
  7. From the Role Status drop-down list, select the curation status of the organization role. If you have supplied all the necessary information, select Active.
  8. Optionally, in the Certificate/License Information field, enter the appropriate number.
  9. In the Address Information section, click Add Postal Address, and follow the instructions in Entering Address Information.
    The information appears in the Address Information section.
    Address Information section of Create Health Care Provider page
    Address Information Section
  10. Do one of the following to continue:

    1. To change the information in the address section, click Edit.
      - or -
    2. To delete the address information, click Remove.
      - or -
    3. To add another address, click Add Postal Address.
  11. Complete the remaining Contact Information fields. If you provide an email address, you are not required to provide a phone number, and vice versa. 

    Remember to click Add after you complete each of the contact information fields.

  12. Click Save, then click Return to Person Details.