Adding a Provider Associations Group

New provider association groups can be created using the Provider Associations Directory as well as directly from the Associations tab in a Provider Folder. From the Associations tab, you can add the current provider to existing association groups and also create new provider association groups in which to associate a provider.

Adding an Existing Group

To add an existing Associations group:

  1. While on the Associations tab in a Provider Folder, click the Add button on the Provider ribbon.
  2. The Provider Associations window will display with two grids: Groups and Group Members. These grid panes show a list of all association groups and provider members from the Provider Associations Directory.
  3. Select an existing group from the Groups grid that you would like to add to the current provider.

Use the filter row at the top of the Groups grid to quickly find an existing group by name.

  1. Click the OK button to add the selected group into the Groups grid of the Associations tab. The current provider will be added as a member to the selected group.  All group members, including the current provider will be listed in the Group Members grid.
  1. Click the Save button to keep your changes.

Adding a New Group

If none of the existing Association groups fit your present needs, you may want to create a new group. This can be done directly from the Associations tab.

To create a new Associations group,

1.       Click the Add button on the Provider ribbon to display the Provider Associations window.

  1. Click the Add button on the Provider ribbon. The Provider Associations window will display.

  1. Enter a unique group name into the Add New Group text field, and click the Add icon at the end of the text field. If a group name is entered that already exists, you will see the following warning message. Click the OK button to return to the Provider Associations window.

  1. Click the OK button on the Provider Associations window to insert the new group into the Groups grid pane. The current case will automatically be added and appear in the Group Members grid pane on the Associations tab.
  2. Use the Add Provider text field to add additional provider members to the new group.
  3. Click the Save button to keep your changes.