Deleting a Provider from an Associations Group

Within the Associations tab of a Provider Folder, you can remove the current provider or other providers from one or more selected association groups where the current provider is also a member.

• Deleting the Current Provider from a Group
• Deleting Other Providers from a Group

Deleting the Current Provider from a Group

To remove the current provider from Associations groups,

1. Select the Associations tab in the desired Provider Folder.
2. In the Groups Pane, select the Group Name that you would like to remove, and click the Delete button on the Provider ribbon. A confirmation message will display to confirm the removal.

3. Click the Yes button to dissociate the current provider from the selected Associations group. Click the No button to cancel the process.
4. Click the Save button to keep your changes. The selected Association Group(s) will be removed from the Groups grid in the Associations tab for the current Provider Folder.

When the Delete button is clicked for an Association group where the current provider is the only member, the entire Association group will be deleted from the Provider Associations Directory. Click the Yes button to disassociate the current provider and delete the selected group. The group will be removed from the Groups grid and the Provider Associations Directory. Click the No button to cancel the deletion process and keep the current provider as a member of the selected group.

Deleting Other Providers from a Group

Other provider members can be removed from an Associations group directly from the Associations tab of a Provider Folder.

To remove other provider members from an Associations group,

1. Select the Associations tab in the desired Provider Folder.
2. In the Groups pane, select the desired Group Name. Select the provider(s) you would like to remove from the Associations group in the Group Members pane.
3. Click the Delete icon above the Group Members pane.

The Delete icon will be disabled if the current provider is selected.

4. If the selected provider is also the Primary Provider in the group, the following message will display explaining that a provider designated as the Primary cannot be deleted. Click OK and assign another provider in the group as the Primary in order to delete the selected provider.

5. Click the Yes button to remove the provider(s) from the selected Associations group.
6. Click the Save button to keep your changes. The selected provider(s) will be removed from the Group Members pane for the selected Associations group.