Replace a Service Provider

If you have overridden several assumptions specific to a provider in your plan and want to use another provider instead, replace the provider rather than remove it.

1. From the Edit menu, select Plans.
2. On the Plans screen, select the plan, and then click Edit.
3. On the Provider tab, select the service provider and click Replace Provider.
4. Choose a different service provider to replace the existing service provider in your plan.
5. Click Ok.

   ClearTrial preserves all existing service provider assignments and provider-specific overrides and replaces the service provider with your new choice.

   If you replace a provider who has a bottom line discount, the new provider inherits the same bottom line discount value and currency.