Creating Users for Provider Portal (by CHC staff)

In Directory of Services, click on Providers:

Existing Providers will be listed.

To add a user who will have access to the Provider Portal for the specific Provider, click on the name of the Provider:

You will see two tabs; Services and Users. Click on Users:

You will see a list of existing Users that have access to the Provider Portal for that Provider.

Click on the “Add a User” button:

Type in the user’s email address and click on “Continue”:

You can then tick the Permissions that you want to give to that user:

The Permissions are used to control which users can:

· Approve service confirmations for payment

· View remittance advice

· View patients

· Update patient account number

· Confirm acceptance of service package contract

· Manage users

Once you have ticked the required Permissions click “Save” and the user is created.