Related providers can be linked as members of a Provider Associations Group in the Provider Associations Directory. One Provider is designated as the Primary for the group. For example, you might create a group for a particular medical practice, then add all the doctors in that practice to the group as members and choose the designated Primary Provider. The groups can be used for generating criteria in reports. The Provider Associations groups for which a provider is a member will also be displayed on the Provider Associations Tab in a Provider Folder.

NOTE: You must have at least Enabled permission to Directories > Provider Associations.

To access the Provider Associations Directory:

The Provider Associations Directory displays a groups pane and a group members pane.

Groups Pane

The groups pane is located on the left side of the Providers Associations Directory window and displays a grid of all the Provider Association groups and the number of Provider members in each group. Select a group name from the grid to view the list of members in the group members pane to the right. The name of the selected Provider Associations group will be displayed at the top of the group members pane on the right.

Group Members Pane

The right pane shows a grid of Providers that are members in the selected Provider Associations Group. The name of the currently selected Provider Associations Group will be displayed above the grid. Columns for identifying Provider details include Id, Name, Role, Specialty, Multi Groups, and Primary. The Multi Groups column displays an indicator icon

if a Provider is also a member of other Provider Association groups.

Providers can be added as members to a group, as well as removed. Provider Association groups can be created and deleted. Groups and group members can also be added or removed from the Provider Associations Tab of a Provider Card.