Adding a Provider to an Associations Group

Other providers can be added to the list of Association groups where the current provider is a member. A provider can be a member of multiple Provider Association groups.

To add a provider to an Association group,

  1. Select the desired Association group from the Groups pane on the left of the Associations tab. The list of current members for the selected group will display in the Group Members Pane on the right side of the tab.

  1. Enter a fragment of a provider 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.

  1. Double-click the provider you would like to add to the selected group.
  1. The selected case will display in the Group Members grid for the selected Associations group.

  1. Change the Primary Provider, if so desired, by clicking on the radio button in the Primary column of the row of the selected provider.
  2. Click the Save button to keep your changes.

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