Page History

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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).

   Include Page
   Sorting Tables Tip - Include v4.4 Sorting Tables Tip - Include v4.4

   
    
   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.
    
   Create Health Care Provider Page – Role Information 
   

   Anchor
   afforg afforg

6. Click Select Affiliated Organization.
   The Find Organization(s) page appears.
7. Search for and select the affiliated organization. For instructions on finding organizations, see Searching For Organization Records.
   The organization you selected is displayed in the Health Care Provider Role Information section.
8. 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.
9. Optionally, in the Certificate/License Information field, enter the appropriate number.
10. 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
11. 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.

12. Complete the remaining Contact Information fields.

    Include Page
    Email Address and Phone Number Rules - Include v4.4 Email Address and Phone Number Rules - Include v4.4

     

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

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