Edit provider categories to align with your agency’s classification and compliance rules
Overview
The Approved Provider Manager gives your agency the ability to view and manage all CE providers within your industry and update how they are classified for compliance tracking.
This includes reclassifying providers to reflect how they should be counted toward CE requirements or categorized for reporting and rule enforcement.
Providers will appear in one of two lists:
-
Industry Master List: Providers active in your selected industry but not yet added to your agency’s Master Provider List.
-
Agency Master List: Providers that have been added to your agency’s list and can be fully managed and classified under your rules.
Why Reclassification Matters
Updating a provider’s category helps your agency:
-
Accurately track CE hours by provider type
-
Apply provider-specific limitations or requirements
-
Maintain consistent classification for auditing and reporting
How to Access the Approved Provider Manager:
-
From your agency dashboard, hover over Tracker in the side navigation menu
-
Click on Master Approved Provider Manager
-
Navigate to either the Industry Master List or the Agency Master List tab
Reclassify a Provider from the Industry Master List:
-
Locate the provider you want to reclassify from the Industry Master List
-
Click Edit
-
In the edit screen, update the Provider Category
-
Click Save
⚠️ Note: Providers listed in the Industry Master List are not yet included in your Agency Master List, meaning your agency has not applied any individualized limitations or custom settings to them.
However, they may still be subject to category-level rules based on their classification.
To assign provider-specific rules—such as hour caps, exclusions, or effective dates—you must first add the provider to your Agency Master List.
Reclassify a Provider from the Agency Master List:
-
Find the provider in the Agency Master List
-
Hover over the Manage Provider button under the Actions column
-
Click Edit
-
Scroll to Question 3: Update Provider Category
-
Select the desired category from the dropdown
-
Click Save to apply the change