New Patient with no assigned providers. I have created this new patient and will assign four clinicians to her.

2. Go to the bottom to assign providers by first selecting a clinician or multiple clinicians. In this example, I am going to assign multiple clinicians by clicking the  button. If I wanted to add one-by-one, I could click the  button.

3. This window will populate. I can narrow the list by filters or type a name in the yellow bar to find a specific clinician.

I chose four clinicians. They are indicated as chosen by the blue bar across the row. I click the  button when finished.

4. The assigned clinicians now show above the Assign Provider(s) button. Please note, until I press the  button, the clinicians ARE NOT assigned. I click the  button.

After I click the Assign Provider(s) button the list of names go to the left. I can assign as many providers as I want. This patient is marked Ana Castillo, MD as her principal provider, but her principal provider is actually Juan Taborda. So I click the  by Juan Taborda's name and the Principal provider is changed. 

5. I assign roles by clicking in the field "Role" and assigning by the menu. Assign roles to each of your clinicians/providers.

6. Once done, click Save and go to Chart Face (if new patient) or click Continue if an established patient.