Accessing the Organization (Practice) Portals
1. Open Organization Settings
Go to the upper-right corner of the screen.
Click Settings.
From the dropdown menu, select Organizations.
2. Select and Open the Account
From the Organizations list, click the organization you need to manage.
Make sure the account is assigned the Practice role and has the correct access permissions.
3. Organization (Practice) Dashboard
Once inside the organization, the Practice Dashboard displays several tabs that control different aspects of the account.
Logo Tab
Click on the Logo Tab.
In this tab, you can upload a logo that can represent your organization.
Portals Tab
The Portals Tab displays a list of all portals associated with your practice. Each portal entry contains the following information:
Portal
Access Layer
Email
Status
Created Date
Updated Date
How to add a portal
To add a portal, go to the upper right, you'll see the Add Portal button.
This will open the Add Portal form. Complete the form to add the portal.
First, select the portal from the selection.
Next, Select the Access Layer from the selection (Portal, Appeals, Eligibility, Claims, Payments, and Other)
Next, add the Access Email. This email will be used to log into this portal.
You'll also see a checkbox where you can enable the portal access.
Lastly, submit the form using the Add Portal button.
Manage Organizations Portals
In the portals tab, you can manage the portals through the portal settings. Just select the portal you want to update, ang go to settings.
In the settings, you'll see the options to edit, deactivate, and delete.
Editing a portal will allow you to update the Access Email, and Portal's Active Status.
Deactivating the portal will change the portal status from Active to Inactive.
Deleting the portal will delete the portal entry.