Using the group members pane of the Provider Associations Directory, a Provider can be added to the selected Provider Associations Group. The Search field, located above the group members pane, allows you to search for Providers in your Neos database.
NOTE: You must have Modify permissions to Directories > Provider Associations.
To add a Provider as a member to a Provider Associations group:
Select the desired Provider Associations group from the groups pane (on the left). The list of current members for the selected group will be displayed in the group members pane (on the right).
Enter a fragment of a name in the Search field above the group members pane and click the Search icon or hit the ENTER key.
Select the desired name from the Search Results window and click the Select button to add the Provider to the active Provider Associations group.
NOTE: Only contacts that have the Provider checkbox and a Provider Role selected in the Provider Card > General Tab can be added to a Provider Associations group.
The selected Provider will be displayed in the group members grid for the active Provider Associations group.
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 Provider Associations group, as well as on the Provider Associations Tab for that Provider.
Select a Provider member in a Provider Associations group to open their Provider Card.