Provider Portal Login

In order for your providers to create and finalize documentation, they will need to have a Provider Portal login created. 

1. Navigate to Providers > Provider List.
2. If the provider has not been added to your Provider List, please see: Provider Setup.
3. Locate the desired provider and select the corresponding icon.
4. In the new window, switch to the Login tab. 
5. Enter a unique User ID and assign a password for your provider. Alternatively, you can have the provider enter a password upfront to avoid having them change it later. 
6. Under Provider Portal Permissions, choose which options you want to make available to your rendering provider. 
7. Click Create Login.

Important: If you give a provider the Provider can perform billing/invoicing permission, you will be charged an additional monthly fee. Also, your organizational NPI will not be included on any claim that they create.