Modifying Provider Portal Accounts

As a practice administrator, you can modify and inactivate the portal accounts of the providers in your practice. As a provider, you can modify your own portal account.

1. Log into the provider portal. For more information, go to Logging into the Provider Portal.
2. If you are logged in as a practice administrator, follow these instructions; otherwise, go to step 3.
   1. Click Administration and select User Accounts.
   2. Select Clinician from the Access Type drop-down menu.
   3. Search for and select a user.
   4. Go to step 4.
3. If you are logged in as a provider, click My Account in the upper-right corner of the page.
4. Scroll down to the User Account Information section.
5. If you are logged in as a practice administrator and you want to inactivate the provider, click Inactive.
6. (Optional) Modify the Display Name, First Name, Last Name, and Email Address.

   If you modify the provider's name, be sure to edit this information in the Resources Setup window (Provider tab) in OfficeMate, too.

7. Ensure that the Poll Direct Mailbox check box is selected so that the provider can send direct messages to other providers.
8. Click Save.