Provider Map User Guide

Overview

The Provider Map is an interactive geographic search tool for finding healthcare providers near a patient's location. Quickly visualize provider locations, filter by service type, and access key provider information from a map-based interface.

Purpose:

  • Find providers near a patient's address
  • Filter providers by type and distance
  • Visualize provider distribution on an interactive map
  • View provider details and network status at a glance
  • Navigate to provider profiles or schedule appointments
  • Compare multiple providers in a geographic area

Provider Map Overview

Accessing the Provider Map

From Case File View

  1. Navigate to a patient's case file
  2. The Provider Map button appears next to the Edit Case File button at the top right of the page
  3. Patient address is automatically populated

From Providers Page

  1. Navigate to the Providers page
  2. Providers Map button appears at the top right above the list of providers
  3. Address defaults to the organization default location specified by your system administrator

Interface Layout

Left Panel: Search & Results

The left panel contains the search form and results list.

Section Description
Search Form Address, radius, and provider type filters
Results List Scrollable list of matching providers

Right Panel: Interactive Map

The right panel displays the Google Map with provider markers.

Element Description
Map View Interactive Google Map centered on search location
Markers Color-coded provider location pins
Clusters Grouped markers when zoomed out
Home Marker Patient's address location (house icon)
Legend Network status color key

Search Functionality

Search Fields

Field Description Default
Client Address Patient's address or search center point Patient address or Organization Default Location
Search Radius (mi) Distance in miles from address 5 miles
Provider Type Multi-select filter for provider types None
  1. Enter or verify the Client Address
  2. Can use full address, city/state, or ZIP code
  3. Address is geocoded automatically
  4. Set the Search Radius in miles
  5. Smaller radius = fewer, closer results
  6. Larger radius = more results, potentially farther
  7. Select Provider Type(s)
  8. Filter to specific service types
  9. Multi-select allows combining types
  10. Leave empty to search all types
  11. Click Search button
  12. Results populate in list and on map

Search Form

Provider Type Filter

How to Use:

  1. Click the Provider Type dropdown
  2. Search or scroll through available types
  3. Click to select one or more types
  4. Selected types appear as tags
  5. Click X on a tag to remove it

Common Provider Types:

  • MRI
  • Physical Therapy
  • Chiropractic
  • Pain Management
  • Orthopedic Surgery
  • Diagnostic Imaging
  • Other/Unknown
  • And many more...

Tip: Filtering by provider type helps narrow results to exactly what the patient needs.

Results List

Understanding Results

The results list displays all providers matching your search criteria, sorted by distance from the search address.

Each Result Card Shows:

Element Description
Network Indicator Color bar showing network status
Provider Name Full provider or practice name
Distance Miles from search address
Address Provider's location
Provider Type Services offered
Network Status Text label for network tier

Results List

Interacting with Results

Click a Result to:

  • Center the map on that provider's location
  • Zoom in for detailed view
  • Open the provider's info window on the map
  • Highlight the selected provider

Result Sorting:

  • Results are automatically sorted by distance (closest first)
  • Closer providers appear at the top of the list
  • Distance is calculated from the search address

Map Features

Provider Markers

Marker Colors:

Markers are color-coded by network status/priority:

Color Meaning
Green Preferred / Priority providers
Blue Secondary network
Yellow Virtual providers
Red Out of network

Marker Icons:

  • Drop pins - Healthcare providers
  • House icon - Patient's home address

Clicking a Marker

  1. Click any provider marker on the map
  2. Info window opens with provider details
  3. View key information at a glance
  4. Click action button to proceed to schedule an appointment with that provider

Marker Info Window

Marker Clustering

When many providers are close together, markers cluster into numbered groups.

Cluster Behavior:

  • Number indicates count of providers in cluster
  • Click cluster to expand and navigate between providers
  • Use Previous/Next buttons in info window to browse

Navigating Clusters:

  1. Click on a cluster (numbered circle)
  2. Info window opens for first provider
  3. Use ◄ and ► buttons to cycle through
  4. Counter shows current position (e.g., "2/5")
  5. Click outside to close

Map Controls

Navigation:

  • Zoom - Mouse scroll or +/- buttons
  • Pan - Click and drag to move
  • Full Screen - Expand map view

Zoom Levels:

  • Zoomed out: See regional overview with clusters
  • Zoomed in: See individual provider markers
  • Double-click: Quick zoom in

Provider Info Window

Information Displayed

When you click a marker, the info window shows:

Field Description
Provider Name Clickable link to provider profile
Network Status Color-coded status label
Distance Miles from search address
Address Full street address
Purchase Rate Reimbursement percentage
Spanish Speaking Language capability (Yes/No)
Phone Primary contact number
Signed Purchase Agreement Contract status (Yes/No)
Special Instructions Important notes (if flagged)

Network Status Legend

The legend displays in the bottom corner of the map showing all network statuses and their corresponding colors.

How to Use:

  • Reference legend to understand marker colors
  • Hover over legend icons for status descriptions
  • Helps quickly identify preferred providers

Common Workflows

Finding a Provider for a Patient

  1. Navigate to patient's case file
  2. Scroll to Provider Map section
  3. Patient address is pre-filled
  4. Set appropriate search radius (start with 5-10 miles)
  5. Select relevant provider type(s)
  6. Click Search
  7. Review results in list (sorted by distance)
  8. Click providers to view details on map
  9. Compare network status and distance
  10. Select best option

Searching by Specific Address

  1. Clear the Client Address field
  2. Enter desired address or location
  3. Set search radius
  4. Select provider type(s)
  5. Click Search
  6. Results center on entered address

Finding Spanish-Speaking Providers

  1. Perform standard search
  2. Review info windows for "Spanish Speaking: Yes"
  3. Or filter results by looking at info window details
  4. Select providers with language match

Comparing Nearby Providers

  1. Search with appropriate radius
  2. Click providers in results list
  3. Map zooms to each location
  4. Review info window details
  5. Compare:
  6. Distance from patient
  7. Network status
  8. Reimbursement rate
  9. Contract status
  10. Select optimal provider

Troubleshooting

No Results Found

Possible Causes:

  • Search radius too small
  • Provider type filter too restrictive
  • No providers in geographic area
  • Address not recognized

Solution:

  • Increase search radius
  • Verify address is correct
  • Try city/state instead of full address
  • Add "Other/Unknown" to Provider Type(s) filter

Markers Not Appearing

Possible Causes:

  • Search not performed yet
  • All providers filtered out
  • Address geocoding failed
  • Providers don't have coordinates

Solution:

  • Click Search button
  • Remove filters and search again
  • Verify address format
  • Some providers may lack location data

Map Not Loading

Possible Causes:

  • Network connectivity issue
  • Google Maps API issue
  • Browser compatibility

Solution:

  • Refresh the page
  • Check internet connection
  • Try different browser
  • Clear browser cache

Address Not Geocoding

Possible Causes:

  • Invalid or incomplete address
  • Unusual address format
  • Google Maps cannot recognize location

Solution:

  • Use complete street address
  • Try city, state, and ZIP only
  • Check for typos
  • Use well-known landmark nearby

Distance Seems Incorrect

Possible Causes:

  • Provider address outdated
  • Geocoding inaccuracy
  • Provider has multiple locations

Solution:

  • Distance is calculated from search center
  • Provider's stored coordinates may differ from actual
  • Check provider profile for accurate address

Cluster Not Expanding

Possible Causes:

  • Single click not registered
  • Map still loading
  • Browser issue

Solution:

  • Click directly on cluster number
  • Wait for map to fully load
  • Try clicking again
  • Use results list instead

Info Window Not Opening

Possible Causes:

  • Click not on marker
  • Another info window blocking
  • Map not fully loaded

Solution:

  • Click directly on marker pin
  • Close any open info windows first
  • Wait for map to complete loading
  • Try clicking from results list

Need Help?

If you encounter issues not covered in this guide:

  1. Contact CaseCompass support via support@casecompass.com
  2. Provide specific error messages
  3. Include screenshots if helpful

Last Updated: December 2025