Adding provider groups

A provider group is a selection of providers (dentists, hygienists, and so forth) that you can use to quickly customize the schedule view. You can add provider groups as needed.

Notes:

A provider group can include active providers from your entire organization, but only the providers with access to the location that you log in to appear on the schedule if the view includes that provider group.
You can assign a given provider to multiple provider groups.
Adding provider groups requires the "Review Provider Group" and "Create/Update Provider Group" security rights.

To add a provider group

On the Settings menu, under Location, click (or tap) Provider Groups.

The Provider Groups page opens.
Click (or tap) Create New.

The options for adding a provider group become available.
Enter a name, and assign at least one provider.
Set up the following options:
- Group Name - A unique name (up to 25 characters long) to identify the provider group on the schedule's View menu.
- Add Provider - Click (or tap) in the box, begin typing part of a provider's name or ID, and then select the desired provider. Repeat this process as needed to add other providers.
  
  Notes:
  - To filter the Add Provider list by specialty, click (or tap) in the Provider Specialty box to view a list of specialties, clear the checkboxes of the specialties that are associated with the types of providers that you do not want to include in the Add Provider list, select the checkboxes of the specialties that are associated with the types of providers that you want to include (you can quickly clear or select all checkboxes, by clearing or selecting the checkbox at the bottom of the list), and then click (or tap) Apply Selected.
  - Only active providers with the specified specialties are available. As you select a provider from the list, that provider will no longer be available on the list. If all providers are assigned to the group, this box is not available.
Click (or tap) Save.