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User Guide

Searching

There are two methods for searching the Health Providers DB: the Search Field for simple lookups and the Search Page for more advanced queries.

Search Field

The Search Field is located at the top right of the Health Providers DB app. You can search for health providers by their NPI number or name here.

The results will return a list of health providers for individuals and entities matching the search filter provided.

You can use the Search Page to select either Individuals only, Organizations only, or All.

The search field performs a full-text search on the individuals’ first and last names and the organization name.

For instance, if “Man” is entered as the search filter, profiles with “Man” as the root of the first, last, or organization name are returned. For example, people with the last name Manning are returned.

You can use the Search Page to specify an Exact match rather than Full-text.

Search Page

The Search Page is the more advanced search method.

Click the Search menu item in the app drawer to open the Search Page.

Like the Search Field, you can search by the health provider’s NPI number, the individual’s first and last name, or the organization’s name.

You can specify whether to use an Exact match or a Full-text match from the Match name drop-down menu.

Additionally, you can also include nicknames in the search. For example, if the search filter is “Robert,” health providers named “Bob” will also be returned.

Health Providers DB uses the nicknames as maintained on GitHub.

Search by Provider Type

You can search for individuals, organizations, or both. Select the options from the Search for drop-down.

Search by Specialty

You can search for health providers by specialty name and taxonomy number.

Enter the specialty name in the Specialty/Taxonomy field. A drop-down menu with a type-ahead lookup showing specialties that match will appear.

The taxonomy ID and total number of health providers with the specialty are shown. This is often combined with filtering by state.

Search by Affiliation Name

You can search for health providers by affiliation name.

Enter the entity name in the Affiliation field. A drop-down menu with a type-ahead lookup showing organization names that match will appear.

Search by Address

You can search for health providers by address, city name, state, and zip code.

Enter the state name in the State field. A drop-down menu with a type-ahead lookup showing state name, abbreviation, and he toal number of health providers that match will appear.

Search by Keywords

You can also search for health providers by clinical trial and PubMed keywords, interventions, chemicals, and open payments drug names.

Filtering

Sorting

There are ten options for sorting Lists. These are available from the Sort drop-down Menu located on the upper right side of the Health Providers DB app. Click the descending list with the arrow icon to open the Sort Menu.

Sort by Connections

The scoring metric is the total number of people the person collaborated with. These include collaboration on an article, clinical trial, or social media connection.

Sort by Collaborations

The scoring metric is the number of publications, clinical trials, and social media activity for the person.

Sort by MIPS Score

The scoring metric is the CMS MIPS score.

Sort by Payments

The scoring metric is the total payments reported by the CMS Open Payments.

Sort by Clinical Trials

The scoring metric is the total clinical trials for the person.

Sort by Publications

The scoring metric is the total publications for the person. Each article has a journal relevance multiplier based on the “H index” value defined by the Scimago Journal & Country Rank website.

Sort by Social Activity

The scoring metric is the total social media posts or mentions.

Enterprise Only

Sort by Posts

The scoring metric is the total social media posts.

Enterprise Only

Sort by Followers

The scoring metric is the total social media followers.

Enterprise Only

Sort by Reviews

The scoring metric is the total reviews for the person.

Lists

Master List

Creating a List

Adding to a List

Exclusions

Master Exclusion List

Adding Exclusions

Provider Exclusion Warnings

Connections

Importing

Importing Lists

Importing Profiles

Exporting

Notes & Documents

Custom User Properties

Custom Scoring Rules

Index