New Provider Associations groups can be created using the Providers Associations Directory as well as directly from the Provider Associations tab in a Provider Folder. When adding a Provider Associations Group, you must also add at least one provider member to save the new group.
NOTE: You must have Add permissions to Directories > Provider Associations.
To add a group in the Provider Associations Directory:
Within the Provider Associations Directory, click the + Add button above the Provider Associations (left-hand) pane.
Use the inserted blank row to enter a Group Name up to 40 characters. The new Group Name cannot be blank and must be unique.
Add a provider to the new group. At least one provider must be associated with the new group to save changes. Refer to Adding a Provider Member for more details. A warning message will display when the Save button is clicked but no providers have been added.
Click the Save button to keep the new Providers Associations Group once a Provider has been added as a member.