New Provider Association groups can be created using the Provider Associations Directory as well as directly from the Associations Tab in a Provider Card. From the Associations Tab, you can add the current Provider to existing Provider Associations groups and also create new association groups in which to associate a Provider.
NOTE: You must have Add permissions Directories > Provider Associations to add the current Provider to a new or existing Provider Associations Group.
Adding an Existing Group
To add an existing Provider Associations group:
While on the Associations Tab in a Provider Card, click the + Add button under the Groups pane.
On the Select Provider Groups window, select one of the existing groups from the Groups pane. The members of that group will display in the Group Members pane.
Click the Save button to add the selected Provider Associations group into the Groups pane of the Associations Tab. The current Provider will be added as a member of the selected group. All Provider members, including the current Provider will be listed in the Group Members grid.
The Associations Tab will be automatically saved.
Adding a New Group
If none of the existing Provider Associations Groups fit your present needs, you may want to create a new group. This can be done directly from the Provider Associations Tab.
To create a new Provider Associations group:
While on the Associations Tab in a Provider Folder, click on the + Add button under the Groups pane.
On the Select Provider Groups window, enter a unique group name into the Enter a New Group Name text field above the Groups pane. Click the add icon
or hit ENTER to create the new Provider Associations group. The group will be added to the bottom of the Groups list.
If a group name is entered that already exists, you will see the following warning message. Click the Close button to return to the Select Provider Groups window. [new screenshot]
Select the new Provider Association group from the list and click the Save button to add the current Provider to the new Provider Associations group. The Associations Tab will be automatically saved.
NOTE: The new group will not be saved if the Cancel button is clicked on the Select Provider Association Group window.