Operation Manual

Setting a Healthcare Provider for a Group

Follow these steps to enter the same healthcare provider information once for all group members:

Be sure you want to change this information for all group members because this action cannot be reversed.

Click Population Management

on the

Main Menu

window to open the

Select Group dialog box.

Select the group that you want and click

OPEN

in the

Select Group

dialog box. The

Population

Management

window opens.

In the

Population Management—Group Summary

window, click

Edit Patient Profile and apply changes

to all members

at the bottom of the screen to open the

Set Group Information dialog box.

In the

Set Group Information dialog box, select Healthcare Providers and click OK

Make the appropriate changes in the fields in the

Set Group Healthcare Provider dialog box and click OK

In the warning box that opens, you have two ways to proceed:

❍ Click Yes

to accept the changes. The warning box closes, and the changes are applied to all group

members.

❍ Click No

to cancel. The warning box closes without applying changes.