Understanding Provider Access to the Portal

Use the table below to understand what providers and practice administrators can do in the provider portal.

 

Task Provider Practice Administrator
Setting up a direct mail address book Solid check mark Solid check mark
Modifying practice information

 

 Solid check mark
Modifying administrative account information

 

 Solid check mark
Setting up provider portal accounts

 

 Solid check mark
Modifying provider portal accounts

 

 Solid check mark
Changing provider’s password Solid check mark Solid check mark
Sending TOC documents Solid check mark Solid check mark
Sending and receiving secure messages in your inbox Solid check mark

 
Sending secure messages from patient profiles Solid check mark Solid check mark
Giving patients access to clinical data Solid check mark Solid check mark
Managing patient profiles Solid check mark Solid check mark
Manging patient portal accounts

 

 Solid check mark
Modifying and viewing patient account information

 

 Solid check mark
Resending patient welcome emails

 

 Solid check mark
Sending patient reset password emails

 

 Solid check mark
Viewing incoming and archived documents Solid check mark Solid check mark
Viewing incoming and archived documents for the logged-in user

 

 Solid check mark
Viewing the status of outgoing messages Solid check mark Solid check mark
Viewing and exporting audit logs Solid check mark Solid check mark
Opting patients out of notifications in bulk

 

 Solid check mark