Contents
How to vote – Committee Members
Following a review in progress – Admins & Team Managers
What’s new
Until now, a committee ballot asked one question: Approve or Deny this provider’s appointment? It now asks that question and a separate decision on every privilege the provider requested.
PREVIOUSLY A member voted Approve or Deny on the appointment. Every requested privilege was then approved or denied altogether, without a vote of its own. | NOW A member votes on the appointment and on each privilege individually. A committee can approve a provider while declining a specific privilege. |
How to vote
FOR COMMITTEE MEMBERS
The ballot is one page. Work down it – appointment first, then privileges – and submit.
1. Open the ballot
From the Committee tab, find the request and select Vote. The page opens to a ballot titled Submit your vote.
2. Decide the appointment
Under Appointment recommendation, choose Approve or Deny.
3. Work through the privileges
Under Requested Privileges, privileges are grouped by category (e.g. Core, Advanced). Every privilege gets one of three answers:
Approve Grant the privilege as requested. | Conditional Grant it, and optionally put any caveats on the record. Counts toward Approve. | Deny Decline this privilege. The appointment itself is unaffected. |
To move faster, tick Approve all in category at the top of a category to mark every privilege in it as Approve, then change the handful you disagree with.
4. Add a comment where it helps
Choosing Conditional or Deny opens a comment field on that row. Here, committee members can explain their rationale for their vote. There’s also a Committee Notes box at the bottom of the ballot for anything covering the request as a whole. Both are optional.
Whether the rest of the committee can see your vote and what you wrote depends on a setting your organization controls. See Who sees what during a review.
5. Submit
Select Submit vote. Your decision is final once submitted, so review the privileges you changed before you send it.
Following a review in progress
FOR ADMINISTRATORS & TEAM MANAGERS
View the committee workflow’s progress at any time by clicking View full details. There’s more than one way to open it, but they all land into the Committee Overview.
Select “View full details” in the popover, or click the gray “In Progress”.
View: Committee Overview
The list down the left side shows every committee in this workflow that reviews the request, in the order they review it. Select a committee to see its votes.
Where it is | Every committee that reviews the request is listed on the left — e.g. Department Chair, Medical Executive Committee — each marked as not started, in progress, or finished. |
Who has voted | Three counts at the top of each step: Voted, Pending, and Skipped. The Members list below names each member and their current state. |
The appointment vote | Approve and Deny each show as a share of the eligible members. Expand to see who voted that way and read any committee notes they left. |
The privilege votes | Each privilege carries a running tally. View votes breakdown expands every privilege at once to show the individual votes behind those numbers. |
Only what needs attention | Tick Show only flagged privileges to narrow the list to privileges where at least one member voted Conditional or Deny (the ones worth a conversation). |
Who sees what during a review
By default, a committee is open: members can see how the others voted and read the notes they left.
If you’d rather members reach their decisions independently, your organization can turn on blind voting (with the help of your Engagement Manager). Blind voting lets your organization decide whether it’s possible to find out how a specific person voted. You can leave votes visible, hide them from each member until they’ve cast their own, or never reveal individual votes at all.
BLIND VOTING TURNED OFF (DEFAULT) A member can see everything – the other members’ votes on the appointment and on each privilege, and any notes they left. | BLIND VOTING TURNED ON A member sees only what they’re voting on and their own decision. Other members’ votes and notes stay hidden. You can opt for them to stay hidden always, or only until the member casts their own vote. |
Administrators and team managers
Someone can sit on a committee and oversee the review at the same time. On the step where they hold a ballot, blind voting applies to them like anyone else: they can’t see how their fellow voters went.
The moment they submit, the full picture opens up, so they can get back to running the review.
Voting first is the point: what they can see never biases what they decided.
How conditional approvals are counted
A conditional vote is a vote to grant. When a privilege’s votes are tallied, it sits with Approve.
Conditional → counted as Approve So a privilege with 2 Approve votes and 1 Conditional reads as 3 votes to approve. |
Note: The conditions themselves aren’t carried onto the grant today. If a majority approves with conditions, the privilege is granted. The review doesn’t yet mark it as granted-with-conditions or restate what those conditions were. The comments remain readable on the ballot and in the review, so nothing is lost, but they don’t travel with the privilege.
Have questions about a specific committee’s set-up?
Contact your Engagement Manager (or Implementation Manager if in implementation).