Removing providers from shortlists

Care team members can remove providers who are shortlisted by the care team, but not providers who are shortlisted by the client.

1. Sign in to your account.
   Your home page opens.
2. To see your clients, from the Side Navigation Menu, select Clients > My Clients, or search for other clients.
3. Click a client name.
   Their Summary View opens.
4. Choose an option:
   • Select Plan > Plan.
   • Select Plan > Community Resources.
   • Select Plan > Inquiries.
5. Click the Shortlist icon to open the shortlist.
6. Select the Remove icon for a provider and confirm removal by clicking Remove.
   The provider is removed from the shortlist. The Remove icon is available only for providers who are shortlisted by care team members.