Deleting a Provider from a Provider Association Group
Within the Associations Tab of a Provider Folder, you can remove other Provider members from one selected Provider Associations Group. Use the Provider Associations Directory to remove Providers from multiple groups.
NOTE: You must have the proper permissions to delete from the Provider Associations Tab.
Current Provider
To remove the current provider from a Provider Associations group:
Select the Associations tab of the desired Provider.
In the Groups pane, select the Group Name that you would like to remove and click the delete icon
.
A Disassociate Provider message will display.
Click the Yes button to disassociate (remove) the current Provider from the selected Provider Associations group.
Click the No button to abort and return to the Associations tab.
4. The Associations tab will be automatically saved when the Yes button is clicked.
The selected Providers Associations group will be removed from the Groups pane in the Associations tab for the current Provider, as they are no longer a member of that group.
NOTE: If the current Provider is the only member, the entire Provider Associations group will be deleted when the delete icon
is clicked for a Group Name.
Click the Yes button to disassociate (remove) the current Provider AND delete the group.
Click the No button to abort the group deletion and return to the Associations tab.
The Associations tab will be saved automatically, and the Provider Associations group will be removed from the Groups pane and the Provider Associations Directory when the Yes button is clicked.
Other Providers
To remove other Provider members from a Provider Associations group:
Select the Associations tab of the desired Provider.
In the Groups pane, select the desired Group Name.
Hover over the Provider you would like to remove from the Provider Associations group in the Group Members pane and click the delete icon
.
The selected Provider will be removed from the Group Members pane and from the associated Provider Associations group without warning.
Click the Save button to keep your changes or click Discard to abort this recent change.
NOTE: The current Provider cannot be removed from a Provider Associations group where they are also a member.
The Primary Provider cannot be deleted. Instead, mark another Provider as the Primary and Save.
The Primary Provider in the Provider Associations group cannot be changed while trying to delete another Provider at the same time.
Instead, follow the instructions above to disassociate the current Provider from a Provider Associations group.