Referring Organization Affiliation Flow

The Referring Organization Affiliation framework in OmegaAI (OAI) enables Primary Organizations to establish relationships with external organizations while maintaining centralized control over user permissions and access.

This enhancement introduces:

• Self-service creation of Referring Organizations
• Automatic affiliation setup
• GUI-based role management for affiliated referring users

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Organization Types

OmegaAI supports two organization types within the Referring Organization Affiliation framework.

Organization Type	Purpose
Primary Organization	Organization currently administering OmegaAI
Referring Organization	Organization whose physicians refer patients and studies
Affiliated Referring Organization	Referring Organization connected through the Affiliation framework
Unaffiliated Referring Organization	Organization whose affiliation has been removed

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Creating a Referring Organization

Administrators can create a Referring Organization directly from the Affiliation workflow without leaving the current page. This eliminates the need for separate setup processes.

Navigation

1. Administration → Organizations → Affiliations

2. Select, Create New Referring Organization

Creating a Referring Organization

Administrators must provide:

• Mandatory information:

  • Organization Name

• Additional information (when duplicate names exist):

  • NPI Number
  • Address

Duplicate Organization Detection

If the entered organization name already exists in OmegaAI:
The system automatically expands additional fields.

Required information becomes:

• Organization Name
• NPI
• Address

This allows administrators to distinguish between organizations sharing similar names.

Organization Creation Process

After successful creation, OmegaAI automatically:

• Creates the Referring Organization
• Affiliates it with the Primary Organization
• Makes it immediately visible in the Affiliation UI
• Creates the GUI role: AFFILIATED REFERRING PHYSICIAN
• Assigns affiliated users to this role

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AFFILIATED REFERRING PHYSICIAN Role

Historically, referring physicians only inherited access from their Referring Organization. There was no ability to customize permissions. The new role introduces granular permission management.

Default Role Behaviour

Role Name:
AFFILIATED REFERRING PHYSICIAN

Characteristics:

• GUI-based User Access Control
• Editable permissions
• Organization-specific customization
• Available within the Primary Organization

Initial Permissions

The role is initially created as an exact copy of the legacy default Referring Physician Role. All existing User Access Controls are copied. Administrators can later customize permissions according to organizational requirements.

Examples:

• View Studies
• View Reports
• Download Studies
• Share Studies
• Print Reports
• Messaging permissions
• Portal visibility

Role Mapping

Referring Organizations support only one role.

Organization Type	Role Mapping
Referring Organization	Not Required

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Affiliation Management

Automatic Affiliation

Newly created Referring Organizations are automatically affiliated. Administrators do not need to perform any additional configuration. The affiliation becomes visible immediately.

Status:
AFFILIATED

Affiliation Visibility

Only affiliated organizations display management options.

Action	Affiliated	Unaffiliated
Status	Yes	No
Users Icon	Yes	No
Details Icon	Yes	No

Users Icon

Allows administrators to:

• View affiliated users
• Manage affiliated users (New referring user creation)

Details Icon

Displays organization information including:

• Organization Name
• NPI
• Address
• Organization Type

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Removing Affiliations

Organizations may transition from affiliated to unaffiliated. When an affiliation is removed:

Status becomes:
REMOVED

Behaviour after Affiliation Removal

The following actions are hidden:

• Users Icon
• Organization Details Icon

Administrators may permanently delete these affiliations.

Delete Affiliation

Delete is available only for:

• Unaffiliated Referring Organizations

Confirmation Dialog

Delete Affiliation

Message

Are you sure you want to permanently delete this removed affiliation?

Note

Deleting this affiliation will remove it permanently from the system and it cannot be restored later.

Buttons:

• Delete
• Cancel

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Frequently Asked Questions

1. Why was the AFFILIATED REFERRING PHYSICIAN role introduced?

   To provide administrators with granular GUI-based permission management for referring physicians.

2. Does a Referring Organization support multiple roles?

   No. Referring Organizations support only one role: AFFILIATED REFERRING PHYSICIAN

3. Is role mapping required for Referring Organizations?

   No. Role mapping is only necessary for Imaging Organizations.

4. What happens if an affiliation is removed?

   The organization becomes unaffiliated. Users and Details icons disappear, and administrators may permanently delete the affiliation.

5. Can deleted affiliations be restored?

   No. Deletion is permanent and cannot be undone.