Setting Up Provider Workflows and Compliance Parameters
Audience:
Enterprise Admin
Required Permission:
Admin
Applies To:
Enterprise accounts managing provider onboarding and compliance
Overview
This video walks Enterprise Admins through how to configure provider workflows and define compliance parameters that control onboarding, verification, and ongoing monitoring within the Pruuvn® platform.
What This Video Covers
- How provider workflows are structured in Pruuvn®
- Defining required vs optional onboarding steps
- Configuring compliance requirements by program
- How workflow and compliance settings impact provider status
- Best practices for maintaining consistent enforcement
When You Should Watch This
- During initial enterprise setup
- When creating or updating provider programs
- Before onboarding a new group of providers
- When troubleshooting onboarding or compliance issues
Key Takeaways
- Workflows determine how and when providers move through onboarding
- Compliance parameters control what is required and what is monitored
- Changes made by Admins directly affect provider eligibility and status
- Clear configuration reduces provider friction and support requests
Video
▶️ Setting up Provider Workflows and Compliance Parameters
Important Notes
- Workflow and compliance changes may not apply retroactively
- Providers may be notified when new requirements are added
- Admin permissions are required to make or edit these settings
Related Articles
- Setting Up Your Enterprise Account
- Configuring Compliance Requirements
- Inviting and Managing Providers
- Understanding Compliance Statuses
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