Search and Manage User Information Using My Provider Portal
1. Two ways to go to Manage Users Page from the Side Navigation Bar
![Go to Manage Users Page from the Side Navigation Bar,](https://media.screensteps.com/image_assets/assets/004/986/644/original/18127cf5-aca1-4575-8c2c-37f7da7fa5a5.png)
1.1. or the Top Navigation Bar
![Or the Top Navigation Bar](https://media.screensteps.com/image_assets/assets/004/986/646/original/c0688003-ea44-4c49-8562-e4c676bd1845.png)
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
![](https://media.screensteps.com/image_assets/assets/004/046/354/original/921fb76b-3e33-4c5f-8ef1-8b9492d6fd95.png)
4. Open the User's Information
![Open the User's Information](https://media.screensteps.com/image_assets/assets/004/986/650/original/7b24fdac-9757-45ca-a04d-d8f2c27e3311.png)
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
0 Comments
Add your comment