Associate Monitors with Providers

You can associate each of your providers with a specific Monitor. Associating providers with Monitors lets you filter and/or sort several reports by Monitor.

To do so:

  1. Click the Providers menu and select Provider Information. The Provider Information window opens.
  2. In the Sponsor Personnel section, click the Monitor drop-down menu and select the Monitor to assign to this provider.
  3. Click Save.

You can also view which Monitors are associated with which providers in the List Providers window.

  1. Click the Providers menu and select List Providers. The List Providers window opens.
  2. Click the Filter Providers By drop-down menu and select the provider status to view. 
  3. Click Refresh List. The providers display. Monitor initials are listed in the Monitor column. If a provider is not currently associated with a monitor, -- (dash dash) displays in this column.