When searching the user, you may only need to use 1 identifier and click search. (Best practice would be by Portal User Id or by first and last name)

• Enter user role, such as Patient or leave as Any
• Enter in their first or last name
• Enter in Portal User Id if known
• The Client Identifier is the unique identifier that is set by the client administrator upon importing that user

Clean Search when ready

Under the Last 5 Searches section is a list of the last five search criteria to easily research users

Navigate to Edit User information

• Layout for Username should be firstname.lastname (Example: John.Richards)
• If the Sex field is set to Unknown, that means that the user was created without their sex specified
• Date of Birth is used for password resets and must be correct or at least left as default which is 01/01/1981 so a user can change their password
• Preferred Notification Method is important because this is used to send appointment reminders for patients (Note: Email or Mobile Number must be filled in for either notification method to be valid)

• 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 to indicate the type of number set
• Submit once complete