Objective
To walk Practice Admins through the process of creating a Provider Portal and assigning the correct access permissions.
Key Steps
Step 1: Log in as Practice Admin
Use your admin credentials.
Access the Admin Dashboard.
Step 2: Navigate to Providers Section
From the navigation menu, select Providers.
Choose Add New Provider.
The Provider Form will display.
Step 3: Complete User Details
First Name: Enter the provider’s first name.
Last Name: Enter the provider’s last name.
Email: Enter the provider’s work email address. This will be their username.
Password: Create a secure password.
Option: Click Generate Random Password for system-generated credentials.
Step 4: Fill in Organization Details
Organization: Select the provider’s practice or organization.
Organization Role: Once organization is selected, choose the provider’s role (e.g., Provider, Admin, Billing).
Step 5: Add Optional Details (Recommended)
Add Address: Enter provider’s primary practice location.
Add Contact: Include direct phone or office contact information.
Add Billing Details: Add billing-related information if applicable.
Step 6: Create Provider Account
Review all details for accuracy.
Select Create User to finalize the setup.
Step 7: Send Credentials to Provider
Share the email and password (or generated password) securely.
Instruct provider to reset their password on first login.
Important Notes
The email entered becomes the username for login.
Always verify the correct organization and role before creating the user.
Adding address, contact, and billing details during setup helps avoid issues later.
Tips for Efficiency
Use the Generate Random Password feature for stronger security.
Prepare provider details (NPI, organization, contact info) before starting.
Double-check organization-role alignment to prevent access errors.