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Filter and export providers by team
Filter and export providers by team

You can filter a list of providers according to team assignments.

Updated over 2 months ago

Filter providers by team

When viewing the Providers directory table in Medallion, you can filter the list of providers according to team assignments, allowing you to view only providers who are assigned to specific teams.

To filter providers by team assignments:

  1. From the page in Medallion, ensure that you are on the Directory tab.

  2. On the header for the Teams column of the table, click the button.

  3. Select the checkbox for each team you want to include in your filtered table. You can select as many teams as you would like.

  4. Click OK.

Filtered table example:

Export providers by team

You can also export a table of your providers, filtered by team. To export a filtered providers table:

  1. Follow the steps above to filter your Providers table.

  2. At the top right-hand corner of the table, click the button.

  3. Click Download Filtered Providers.

  4. Check your email for a link to download your exported table. If you don't receive an email in your inbox, check your spam folder.

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