In the Location & Provider Assignment module, the provider assignment process can be done in four ways:
- Use the Provider Quick Assign to assign new providers, swapping them with low-performing providers. Your new providers will get slotted in the ranks of retired providers.
- Use the Assign/Retire Providers button to rank or retire a provider for specific locations.
- Use the template from the Upload and Download section to bulk upload provider assignments for multiple sites and trades.
- Use the Provider Assignment tab to manually configure providers’ ranks and assignments per trade for a specific location.
