DataPlus Manager Service Location Groups

Context:  

You can sync Manager Service Location Groups and the associated service locations (billing cost centers), approve log managers, review log manager and view log managers from ProviderPro.

Task:

To manage the manager service location groups that sync from ProviderPro:

1. Log in to your ProviderPro live database.

2. Choose Tools > DataPlus Sync > DataPlus Manager Service Location Groups.

   The Manager Service Location Group form will open in a new window tab.
   

3. Click Add or enter the code or description of the Manager Service Location Group in the Toolbar Lookup and press Enter to open it.

4. Complete the following information:

   In this field:	Enter:
   Description	A description of the manager service location group.
   Active	The manager service location group is in use.

5. In the Service Locations many-to-many, add (or remove) the Billing Cost Centers to (or from) the Selected column that belong to this manager service location group.
   

   Important: Only Billing Cost Centers that have the Sync to DataPlus check box selected will appear in the Available column.
   

6. Select the Selected Approve Log Managers tab to select the staff that will approve the log entries for the service locations in this manager service location group.
   

7. Select the Approve Log Managers in the Available column that you want to assign to this Manager Service Location Group and click Add to move them to the Selected column.

   Important: Only Employees that have the Staff Log Approver for list set to Selected will appear in the Available column.

8. Select the Selected Review Log Managers tab to select the staff that can review the log entries for the service locations in this manager service location group.
   

9. Select the Review Log Managers in the Available column that you want to assign to this Manager Service Location Group and click Add to move them to the Selected column.

   Important: Only Employees that have the Staff Log Reviewer for list set to Selected will appear in the Available column.

10. Select the Selected View Log Managers tab to select the staff that can view the log entries for the service locations in this manager service location group.
    

11. Select the View Log Managers in the Available column that you want to assign to this Manager Service Location Group and click Add to move them to the Selected column.

    Important: Only Employees that have the Staff Log Viewer for list set to Selected will appear in the Available column.

12. When finished, click Save.
    

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