Associate Providers
With this enhancement in Associate Providers functionality, users can associate providers with multiple practice users and batch of locations efficiently.
User can click on Practice User, a tab User Profile opens up.
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In order to associate providers, from the Practice Users table select all or any number of users and repeat this action on the Providers table. When done, click on Save.
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To associate Locations, expand the Locations component.
A sortable multi-select list appears from here the user can select Location(s) to associate with the selected Practice User. All Locations available in the practice populate in the multi-select’s left pane. User can click on the values in the left pane and move them to the right pane.
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To filter the values in the left pane of the multi-select user can utilize the filters available above the sortable multi-select. After specifying the search filters click on search icon to get the desired results.
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The filter fields for Providers appears.
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Similarly, user can search for the Location using the location search bar.
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Once done, hit the save button and a success message appears informing that the Practice user has been successfully updated.
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