Accessing the Provider Associations Directory

To access the Provider Associations Directory, click the Provider Associations button in the Directory Editors group on the Directory ribbon.

You will need permission to the Provider Associations Directory in order to access it.

The Provider Associations Directory window displays two panes:

Groups Pane

The Groups Pane is located on the left side of the Provider Associations Directory window and displays a grid listing provider association groups and the number of provider members in each group. Select a Group Name from the grid to view the list of members in the Group Members Pane to the right. The Groups grid can be filtered, searched, printed or exported by clicking the hamburger icon in the upper left corner and selecting the appropriate option from the menu. Once a group is selected in the Groups Pane, the header bar displays with available options and the providers in the group are displayed in the Group Members Pane on the right.

Group Members Pane

The right-hand pane shows a grid listing provider members in a selected Provider Associations Group. The name of the currently selected Provider Associations Group will be displayed above the grid. Columns for identifying provider details include Name Id, Name, Role, Specialty, Case Type, Multi Groups, and Primary. The Multi Groups column displays an indicator icon if a provider is a member of other Provider Association Groups. Click on the grid's hamburger menu to filter or search the list of providers in a Provider Associations Group. Columns can be rearranged and the layout can be saved or reset. The current grid view can be printed or exported. Double-clicking on a provider row in the Group Members list will open the selected provider folder.

Providers can be added to a group, as well as removed from a group. Provider Associations Groups can also be created and deleted from the Provider Associations Directory.