Viewing Incoming Archived Documents for the Logged-In User

1. Log into the provider portal as a practice administrator. For more information about logging into the provider portal, go to Logging into the Provider Portal.
2. Click Direct, select Direct Incoming, and select Show only CCDAs for my direct user Archive.
3. View and filter, if desired, incoming archived clinical health summaries for the logged in user. View and filter, if desired, archived clinical health summaries for the logged in user. All archived clinical health summaries will appear in reverse chronological order, sortable by column. By default, clinical health summaries are filtered to only display those from the previous one week period.
4. Click on a message to expand the message content and display attachments.
5. If desired, click Move to Incoming to archive the message. For more information on viewing clinical health summaries, go to Viewing Incoming Documents for the Logged-In User.