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Provider relationship management system that facilitates interaction between an individual and organizations

  • US 8,862,575 B2
  • Filed: 04/23/2010
  • Issued: 10/14/2014
  • Est. Priority Date: 02/24/2009
  • Status: Active Grant
First Claim
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1. A method for adding an organization to an organization directory that is associated with an individual and establishing a connection with the organization, the method performed by a computing system having a processor and a memory, the method comprising:

  • receiving, by the computing system, a request from an individual to find an organization to add to a provider directory associated with the individual;

    identifying, by the computing system, a plurality of organizations that are responsive to the request of the individual;

    prioritizing, by the computing system, the identified plurality of organizations for display to the individual, wherein those organizations that are more likely to be selected by the individual for addition to the provider directory associated with the individual are prioritized ahead of those organizations that are less likely to be selected by the individual for addition to the provider directory associated with the individual;

    displaying, by the computing system, to the individual the plurality of organizations in prioritized order;

    receiving, by the computing system, a selection from the individual of an organization from the displayed plurality of organizations;

    adding, by the computing system, the selected organization to the provider directory associated with the individual;

    receiving, by the computing system, from the individual a request to establish a connection with the selected organization;

    receiving, by the computing system, information that identifies the individual to the selected organization, wherein the information that identifies the individual to the selected organization does not also provide access to an account at that organization if entered by the individual into systems of that organization;

    transmitting, by the computing system, to the selected organization an indication of the individual'"'"'s request to establish a connection and the information that identifies the individual to the selected organization;

    receiving, by the computing system, from the selected organization an approval or denial of the individual; and

    establishing, by the computing system, a connection between the individual and the selected organization when an approval is received,wherein upon the establishment of the connection;

    the individual is allowed to perform, via one or more user interfaces provided by the computing system, permitted electronic activities with respect to the selected organization, wherein at least some of the permitted electronic activities performed by the individual are performed non-contemporaneously with permitted electronic activities performed by the selected organization,the selected organization is allowed to perform permitted electronic activities with respect to the individual, wherein at least some of the permitted electronic activities performed by the selected organization are performed non-contemporaneously with permitted electronic activities performed by the individual, andthe connection persists until terminated by either the individual or the selected organization; and

    storing, by the computing system, a record of the connection between the individual and the selected organization.

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