Designate a Primary Service Provider

The Primary Service Provider is automatically assigned to tasks indicated as outsourced to Vendor. Additionally, tasks assigned to vendors who are removed get reassigned to the Primary Service Provider.

1. On the Provider tab, select the check box of a service provider and click Set as Primary Provider.

   Two asterisks appear to the right of the provider name indicating that this is the Primary Service Provider for the plan.

2. Click Save.