Search and Manage User Information Using My Provider Portal
1. Two ways to go to Manage Users Page from the Side Navigation Bar
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1.1. or the Top Navigation Bar
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2. Search for the User
- Input basic information to search a user, such as First and Last Name
- You may also find the user by entering in their User ID found from an encounter
- Click on Search when ready
Note: Not all boxes are necessary when searching a user. Select the best boxes that will find the user
The Client Identifier is the unique identifier that is set by the client administrator upon importing that user.
3. Use Last 5 Searches
Under the Last 5 Searches section is a list of the last five search criteria to easily research users
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4. Open the User's Information
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5. Update the User's Contact Information
- You may view the patients dashboard with information
- Enter or Edit patient information as well as selecting their 'Preferred Notification Method' whether it be by Email or SMS Text (Used for Appointment Reminders)
- You will not be able to see the patient's SSN/EIN (Social Security Number/Employer Identification Number) for security reasons, but you may still edit it and use the Is EIN? Check box is to indicate the type of number set
- Enter in their correct Primary Client
- Click on Submit or Cancel for any changes made
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