Associate Providers

Settings > Practice > My Practice Settings > Practice Users

With this enhancement in Associate Providers functionality, users can associate providers with multiple practice users and batch of locations efficiently.new_symbol
User can click on Practice User, a tab User Profile opens up.

Attaching-Multiple-Providers-600x344
Attaching Multiple Providers

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.

Associate-Users1-600x292
Associate Users

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.

Associate-Users2-320x201
Associate Users

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.

Associate-Users3-320x201
Associate Users

The filter fields for Providers appears.

AssociateUser4-320x201
Associate User

Similarly, user can search for the Location using the location search bar.

Associate-Users5-320x201
Location Filter

Once done, hit the save button and a success message appears informing that the Practice user has been successfully updated.

Associate-Users6-320x201
Success Message