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

摘要

A provider relationship management system (“PRM system”) is disclosed that enables an individual to manage information about and electronically interact with organizations. The PRM system presents an individual with a list of organizations that the individual may have a relationship with. The individual selects one or more organizations from the list to add the selected organizations to a personal provider directory. The individual uses the personal provider directory to manage information associated with each organization. The individual may seek to establish an interactive connection with one or more organizations in the personal provider directory. If a selected organization agrees to establish an interactive connection with the individual, the organization is permitted to communicate with and send electronic documents to the individual. Each document is associated with a document type, and the document type is associated with certain actions that may be taken with respect to the corresponding document.