(Step 2) Assigning and Ranking Providers with Provider Quick Assign

Owned by
Anastasia Medovkina
Last updated: Oct 26, 2023
3 min read

In Step 1, you selected a provider to assign locations or trades to them. Now, it is time to select a provider who will be replaced. 

On the Provider Quick Assign page, in Step 2, you have two options for how to assign your provider: 

  • Using the Search field in the Step 2 section, you can select a specific provider to replace. Thus, the provider you selected in Step 1 will be slotted into the ranks of the provider you selected in Step 2. 
  • Assign the selected provider in Step 1 to a specified rank on trade. Thus, you will designate a rank to a new provider and retire other providers on those trades. 

You should select a provider to assign to locations and trade before replacing a provider. 

Selecting a Provider to Replace Using the Search Field

⦿ How to Select a Provider to Replace Using the Search Field
  1. In the right section of the page, type a provider’s name in the Search field or select a provider from the drop-down list of your In-Network providers. 


  2. Compare providers’ performance to decide if you need to replace a provider: 
    • Search Score that includes 4 factors (Speed, Price, Engagement, and Quality scores)  

    • Scores for each factor: Speed, Price, Engagement, and Quality)

      Scores are available for US companies using Provider Search. Contact your ServiceChannel manager for more information. 


    • Info about the coverage, SC clients on the platform, industries, and trades the provider serves. 



  3. (Optional) Click the Cross icon on the provider card to select another provider.  

    You cannot change the left section if you select an unassigned provider from the waitlist. Use the < Back to Locations button to select another unassigned provider or the Assign Provider button to be able to select any provider from your Private Network. 

  4. Click Next in the right corner of the page to proceed. 

  5. Select up to 3 trades if the provider you selected to replace is assigned to more than 3 trades. You can always select other trades next time you use the Provider Quick Assign.


    If the provider you selected to replace is assigned to less than 3 trades, Step 3 will appear at the bottom of the page. 

  6. (Optional) Remove your choice by clicking the Cross icon next to the selected trade. 
  7. Click Apply.  


    Now, you can select the locations to which your new provider will be assigned in Step 3. 

Assigning a Provider to a Specific Rank on Trade

⦿ How to Assign Provider to a Specific Rank on Trade
  1. In the right section of the page, click Assign Selected Provider to a Specified Rank.  


  2. In the Select Trades window, select up to 3 trades to which you want to assign a new provider. 



  3. (Optional) Remove your choice by clicking the Cross icon next to the selected trade. 
  4. Click Apply.  

Now, you can select the locations to which your new provider will be assigned in Step 3. 

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