Setting Up Provider Portal Accounts

After your administrator portal account is set up (see Transferring to or Purchasing the Patient and Provider Portal), providers must create and send one CDA to begin setting up their own portal accounts. The practice administrator is responsible for completing the provider portal account setup.

  1. Ask providers to follow the instructions in Giving Patients Access to Their Clinical Data to create a CDA for a patient.

    Provider portal accounts are automatically created using provider NPI numbers.

  2. Log into the MaxMD provisioning tool.

  3. Click Details.

    Your practice’s identify-proofing information is displayed.

  4. Click Click to view status of provisioning workflows at the bottom of the webpage.

    Your practice’s currently provisioned providers are displayed.

  5. Write down or copy each provider’s direct email address displayed in a green box on the right side of the webpage.

  6. Follow the instructions in Logging into the Provider Portal to log into the provider portal as a practice administrator.
  7. Click Administration and select User Accounts.

  8. Select Clinician from the Access Type drop-down menu.

  9. Click Search.

  10. Click a Username (provider’s NPI number) to open his or her user account.

  11. Scroll down to the User Account Information section.

  12. (Optional) Modify the Display Name (by default, the provider’s NPI number), First Name, Last Name, and personal/work (not direct) 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.

  13. Type a password for the provider’s portal account in the Change Password and Confirm New Password text boxes. Be sure to give the password to the provider.

  14. Do not select the Allow Emergency Access check box.
  15. Select the Poll Direct Mailbox check box so that the provider can send direct messages to other providers.

  16. In the Direct Address text box, type the provider’s direct email address that you wrote down from the MaxMD website in step 5.

  17. Type a password for the provider’s direct email address (we recommend the same one that you used for the provider’s portal account in step 13) in the Change Direct Password and Confirm Direct Password text boxes.

  18. Click Save.

  19. Complete steps 9–18 for each provider in your practice.