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Adding a Privileging Appointment

 

  • Click Providers on the left side of any RFX screen. 
  • In any tab (Active, Pending, Inactive), click the View buttonScreenshot 2025-01-31 at 10.47.59 AMnext to the provider's name. 
  • Click the Privileging tab on the left side of the provider’s page. 
  • Click the Add Privileging button on the right side of the page. 

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Types of Privileging: 

  • Initial Appointment 
  • Re-Appointment 
  • Other – This option allows the user to define the situation with free text such as Temporary Privileging or Ad Hoc Privileging. 

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Setting Privilege Dates: 

  • Determine the start and end dates for the privileges. 
  • Privilege dates are not required to start the process but are necessary when approving the privileging. 

 

Adding Documents to the Privileging: 

Option 1: Select a Checklist 

  • Checklists are a convenient way to manage commonly requested documents. These can be created in the Provider Checklists. 

Helpful Hint: The provider will only see the requested documents, not the checklist name.

Option 2: Add Individual Documents 

  • Individual documents may be added instead of using a checklist. These documents are managed in the Provider Library. 

Must Know! After selecting a checklist or adding documents, the user must click the Add Checklist and/or Add Document to Checklist button to actually add the documents.

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