Setting Up EP Providers

 

  1. EP Providers are set up in the same manner as Add New Users.  From the   menu choose "Add New Provider" from the drop-down menu.
     


 

  1. The "Add New Provider" page is displayed.

 

  1. Be sure to change the Provider Status to "Enrollment Portal".  Note the * items are required for creating a login with the system. Other entries are optional.  Write down the Login Name and Password to include in a cover letter to the provider.

Enrollment Portal User Access

Upon saving the provider's information, user name, and password the "User Access" for the EP Provider is automatically set.  In order for the provider to be able to complete the Enrollment Portal, they will need to be able to "Edit" Personal Data and Attachments.  Those areas have been changed from "No Access"  to "Edit" and are automatically done so when saving the EP Provider.  This profile can be saved as "EP Provider" for future providers that may be set up.  Save changes by clicking .

  1. From the   menu choose "Administrator Security" from the drop-down menu.
     


 

  1. Choose the "Providers" for the source view.  Find the Provider's Last Name and click the to edit access.


 
 
  1.  Change the user matrix of the provider to "Edit" the "Personal Data" and "Attachments".  Other areas of the "Credentialing" tab may be enabled to edit including Form Bank, Facility Data, Provider Privilege Requests, and Notes.
 

 

  1. After the User and User Access has been set up, the following items may be entered into a cover letter: