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Topic starter
Hello,
What would be a good way to maintain the provider's list in CQR? It seems all users that have signed a document imports in the provider's list. Also, we have multiple names of the same provider under different practice names.
Would someone be able to suggest a better way to manage the provider's list with no repetition?
Thank you
Posted : January 9, 2018 7:41 am
I move everyone that is inactive to a default practice so it keeps my list clean. As far as multiple locations I have all the providers under one group and placed a Z in front of the other locations to push them to the bottom of the list.
Posted : January 9, 2018 7:48 am
