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Provider Portal Guide for Provider Admin

Who are provider admins?


Provider Admins are a type of users that have the capability to:
  1. Submit the application for one or more facilities

  2. Create and Fill applications on behalf of multiple practitioners

    Critical : As per this capability, a provider admin can only complete the application on behalf of the practitioner. They can not submit the application on the practitioner’s behalf.

    To submit the application, the practitioner will have to login from their personal email id, access the application, sign and attest the application and then click on ‘Submit’

Note:

  • This feature has to be enabled at an org level.

How to become a provider Admin?

Sign Up on behalf of a Practitioner

There are two ways of becoming a provider admin after clicking on Sign Up Link for Practitioner:

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Selecting Provider Admin in the ‘I am a…’ question - This is the right way

  1. While filling up the sign up form on behalf of the practitioner, the provider admin has to fill all details of the practitioner including the practitioner’s email id.
    The provider admin should not use their own email in the ‘Practitioner email address’ field.

  2. On click of Request, the provider admin will see the below popup to create their account

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Here provider admin should use their own email id that they have access to and fill other details.

On click of Create Account and Add practitioner, they will land on the provider admin home page and see the practitioner details listed.

Selecting Practitioner in the ‘I am a….’ question - This is the indirect way

  • While filling up the sign up form on behalf of the practitioner, the user fills all details of the practitioner including the practitioner’s email id.
    The provider admin should not use their own email in the ‘Practitioner email address’ field.

  • On click of Request, the user will see the ‘Login and Add Practitioner’ popup if the email id entered in the sign up form already exists

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  1. At this point the system will create this email id as a Provider Admin automatically as this email now has two associated practitioners

  2. On successful login, the provider admin home page will open with the past and latest practitioner details showing

Critical to note:

1. An email id can only be linked to one practitioner and one provider admin account as when a user logic in from such an email id they will get to select from two profiles as shown below

2. If the provider admin adds yet another practitioner with the same provider admin email id, that practitioner record will never be accessible to them on login.

3. Lastly, this has been built from a security lens as a practitioner should be signing their own application and no one else on their behalf.

How to add more practitioners to provider admin account?

  1. Click on the ‘Add Practitioners’ button available on the provider admin home page

    OR

  2. Fill up the practitioner sign up form again. Ensure to mention the practitioner email id in the email field. On click of Request, click on ‘Login to existing Account’

Enter the existing provider admin email id and password.


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How to access and complete Applications?

For Practitioners

  1. Click on the ‘Access’ button against the practitioner profile

  2. In the ‘Applications’ section, click on ‘Access Application’

  3. Complete all the mandatory questions and click on ‘Finish’

  4. Review the completed application

  5. Click on ‘Send to Practitioner for Submission’. At this point the practitioner will receive an email with next steps. The practitioner will be able to submit the application after attesting it.

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Videos

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