Managing Accounts as a Practice Admin

This section explains how to manage accounts for other users as the practice admin, including how

The practice admin creates all practice accounts. Here’s how:

  1. Log in as a practice admin. For information on logging in, go to To log in.

    If you’re logging in as the practice admin for the first time, use the credentials Eyefinity sent you by email to log in.

  2. Click the Administration menu and select Users.
  3. Click Add User.
  4. Enter a User Name.
  5. Enter the user's Email address.
  6. Create and confirm a Password.
  7. Enter the External ID.

    The external ID must match the user's Provider ID found in OfficeMate Administration. Open OfficeMate Administration, click Setup, select Resource Setup, select a provider, and note the Provider Id number.

  8. Click the Role drop-down and select Clinician.

    You may create additional practice admin user accounts by selecting PracticeAdmin from the Role drop-down; however, you cannot create an account that is both a practice admin and a clinician. Clinicians who also act as practice admins will need two accounts with different user names and also associated with different email addresses.

  9. Under Pre-Select Measures, click the Select Type drop-down and select Eligible Professional.
  10. Click the CQM Update Year drop-down and select the latest available year.
  11. Click Select All to select all the measures.
  12. Click Save.
  13. Notify the user that the account has been created; give them the username, password, and practice number; and share the login instructions.

The practice admin can change another user’s password. If a user in your practice forgets his or her password, perform the following steps:

  1. Log in as a practice admin.
  2. Click the Administration menu and select Users.
  3. Locate the user in the list and click Edit.
  4. Enter a New Password.
  5. Reenter the password in the Confirm New Password text box.
  6. Click Save.
  7. Notify the user of the new password.

When a user leaves your practice, it’s a good idea to deactivate their account. Here’s how:

  1. Log in as a practice admin.
  2. Click the Administration menu and select Users.
  3. Locate the user in the list and click Edit.
  4. Deselect the User is Active check box.
  5. Click Save.