Manage workgroups

The Workgroups panel offers several fields for recording information about workgroups associated with a selected plan (product) or contract. This includes the workgroup's name and status. Also included on this panel view is an Provider Links section that lists all providers linked to the selected plan (product) or contract.

You can add, update, export, and archive workgroup records.

To add workgroups to a plan (product) or contract, complete the following steps.

  1. Go to providers and select plans or contracts.
  2. In the Search area fields provided, enter the appropriate criteria and/or set the status to Active, All or Archived, then click Search.
  3. In the Search results grid, click the grid line of the plan (product) or contract to which you want to add a workgroup.
    • The Details panel is selected by default.
  4. Select the Workgroups panel.
  5. In the fields provided, enter new information.
    1. In the Workgroup Name menu, select the name of the workgroup.
    2. In the Status menu, select the status of the workgroup association.
    3. Optional. In the Notes field, enter any additional information about the workgroup.

  1. Optional. When adding a workgroup to a plan (product) or contract, you have the option of exporting a list of all providers linked to the selected plan (product) or contract by clicking the Export button located in the Provider Links section.

  2. When complete, on the Action/Status bar, click Save.

To update workgroups information, complete the following steps.

  1. Find the record containing the workgroup you want to update.

    • The Details panel is selected by default.

  2. Select the Workgroups panel.

  3. Once the workgroup grid line is selected, update any information in this record which requires it.

  4. When complete, on the Action/Status bar, click Save.

To export workgroup information, complete the following steps.

  1. Find the specific plan (product) or contract containing the workgroup information you want to export.
    • The Details panel is selected by default.
  2. Select the Workgroups panel.
  3. On the Action/Status bar, click Export.
    • If using Chrome or Safari, the .csv file is automatically downloaded.
    • If using Firefox, a dialog box will appear asking what you want to do with the .csv file.
    • If using Internet Explorer, a message will appear asking if you want to open or save the .csv file.

When a workgroup record is no longer needed, it is recommended that you archive the record rather than deleting it in order to maintain a complete history that is available for auditing. A record may not be needed today, but archiving it ensures that it is available if needed in the future.

  • For information on how to archive a record, grid line, reference type or image, see the Archiving overview topic.