Third Party Management - Create Profile

TPM Profile functionality enables users to create and maintain detailed profiles for third-party entities, ensuring compliance with organizational policies and regulatory standards. 

There are three sections associated with a TPM profile. This article will be broken up into the following sections:

• Third Party Information
• Primary Contact
• Secondary Contact

Third Party Information

This section will cover creating a TPM profile by adding the required third-party information.

1. Navigate to My Workspace TPM. The All Third Parties window will be displayed.

   

2. Click Create.

3. Select the location of the third-party that will be associated with. 

   

4. Select the template to populate the data fields.

   ℹ️ Notes

   Multiple templates may be available for selection. If only one template is available, proceed to Step 5.

5. Enter all required information in the template fields. Required fields are marked with a red asterisk (*). Optional fields may also be completed as needed.

   ℹ️ Notes

   You can create multiple TPM profiles with the same organization name; however, each profile must have a unique website. This is useful for independent office locations that require separate details for sanctions screening.

   

6. Required fields may include:

   • Organization: Enter the name of the business associate or vendor (for example, Healthicity).

   • Website: Enter the third party's source-of-truth website. This is a free-text field and does not require a web address format.

     ℹ️ Notes

     This field is required only when the Exclusion Vendor option is unchecked.

     

   • Third Party Type: Select one of the following options:

     • Business Associate: The third party has access to PHI and provides services covered under HIPAA.

       ℹ️ Notes

       You will be able to perform a Safety Assessment when this option is selected. See more at How to interpret the Safety Assessment.

     • Non-Business Associate: The third party does not have access to PHI or is not involved in HIPAA-regulated services.

     • Unknown: Select when the third party’s role is unclear or not specified.

       ℹ️ Notes

       This field is required only when the Exclusion Vendor option is unchecked.

7. Once all the required data is entered, click Continue to save the third-party details and move to the next step.

   

Primary Contact

The Primary Contact serves as the main point of communication for the third-party profile. This person receives important updates, handles inquiries, and addresses any third-party-related issues. Make sure their name, phone number, and email are accurate and up to date to ensure smooth communication.

1. Enter all required data into the template fields. Required information is noted by a red asterisk (*). You can also enter data into any optional fields.

   

2. Click Continue to save the Primary Contact details, and move to the next step.

Secondary Contact

The Secondary Contact serves as a backup to the primary contact and is reached when the primary contact is unavailable. This person should have access to the necessary information and the authority to support or manage the profile to ensure uninterrupted communication.

1. If you choose to add this information, enter all required fields as indicated by the red asterisk (*). You may also complete any optional fields as needed.

   

2. Click Submit to save the information and create the third-party profile.

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