Set Up Provider Groups

Provider groups are established for each office; however, a provider may be represented in multiple groups within or across offices. 

To setup a Provider Group:

1. Select the desired office from the list on the left side.
2. Click the Add Group button.

   

3. Type the Group Code - serves as an identifier for the group (6 characters).
4. Type the Group Name -serves to describe the group (50 characters).

   

5. Click the Add Provider button.
6. Locate the desired provider using the search tool.
7. Select the desired provider.

   

8. Click the Add to Group button.

   

9. Repeat steps 5 to 8 for all the desired providers.
10. Click the Save button when complete.

Once added, the provider group will be displayed under its associated office. Click the + icon to expand the list).

Click the provider's name for a pop-up of the details of the provider and office.