Prioritizing or Blocking Providers in CMS

  1. Navigate to the Member Page:

    • Go to the client’s member profile in CMS.

    • On the left side, scroll down to the "Therapists" section near the bottom.

  2. Add or Block Providers:

    • Use the "+" button to add a provider.

    • Use the block button to block a provider.

  3. Icon Key:

    • ❤️ Heart – Prioritized provider.

    • Star – Provider has been seen but is not prioritized.

    • 🚫 Blocked Circle – Blocked provider.

  4. Updating Prioritization or Block Status:

    • Click the icon next to a provider's name to update their priority or block status.