Adding a Provider Associations Group

New provider association groups can be created using the Provider Associations Directory as well as directly from the Provider Associations tab in a Provider Folder. There are two parts to adding a Provider Associations Group:

• Adding a Provider Associations Group
• Adding a Provider Member

Adding a Provider Associations Group

To add a group in the Provider Associations Directory,

1. Click the Provider Associations button on the Directory ribbon to open the Provider Associations Directory.
2. With the Groups Pane displayed (Hide/Show List button is toggled on), click the Add button on the Directory ribbon. A blank row will be inserted in the Groups Pane.
3. Enter a Group Name up to 40 characters. The new row cannot be blank and must be unique. The Group Name field will display a red validation border and icon until a valid name is entered. Mouse over the validation icon to display the reason for the error.  

4. An Invalid Data warning message will display when leaving the Group Name field or when attempting to Save either by clicking the Save button or clicking the Yes button on the Save Changes message when the new Group Name is invalid. Click OK on the message to return to the Companion Groups window and enter a valid Group Name.

5. If a Group Name is already in use, a Duplicate warning message will display. Click on the OK button to return to the Provider Association Groups window to enter a new Group Name.

6. Add a provider to the new group. At least one provider must be associated with the new group in order to save changes. A warning message will display when the Save button is clicked but no providers have been added.

7. Click the Save button to keep the new Provider Associations Group once a provider has been added as a member. The new group will be resorted alphabetically in the grid. If an attempt is made to save the group without a provider attached, a message displays stating the group cannot be saved until at least one Provider Name is associated. Click on the OK button to return to the Provider Associations Directory.

Adding a Provider Member

Using the Group Members Pane on the right side of the Provider Associations Directory, a provider can be added to the selected Provider Associations Group. The Add Provider search field, located above the Group Members Pane, allows you to search for provider names in Needles.

To add a provider as a member to a Provider Associations Group,

1. Select the desired Provider Associations Group from the Groups Pane on the left of the Provider Associations Directory window. The list of current members for the selected group will display in the Group Members Pane on the right side of the tab.
2. Enter a fragment of a party name in the Add Provider search text field above the Group Members grid, and click the search icon or hit the ENTER key. The Name Results List will display.

The Find a Name Search Results window will display the name results. The Search By criteria dropdown can be changed to use different criteria to locate a provider using other known information.

3. Double-click the desired provider to add it to the selected Provider Associations Group. The selected provider will display in the Group Members grid for the selected Provider Associations Group.

4. Click the Save button to keep your changes.

Double-clicking a provider member from a selected Provider Associations Group will open the Provider Folder for the selected provider.

The added provider will be listed as a member in the Provider Associations Directory for the selected Provider Associations Group as well as on the Provider Associations tab for that provider when changes have been saved.