Add, Edit or Remove a Referring Provider

Add Referring Provider

1. Click your name in the top right corner, and click Service Administration.
   
   
   
2. Click the name of the service in the Primary Service column.
   
   
   
3. The following page that lists all your providers is displayed:
   
4. You can add a new provider by clicking the Add Users to the Service button
   • A new row will be added at the bottom of the list of current users. You may need to scroll down to the bottom of the page to enter the user's information.
     
     
   • Enter the user's first and last name and their email address.
   • If you need to add more than one user, click Add Users to the Service again and follow the same process.
   • Once you're finished, click Submit.
   • The newly added user will receive an email to complete their account:
     
     
   • After clicking the link the email, they are taken to a pre-populated registration screen where they must enter a contact phone number, contact method, and a password.
   • Once this is complete, the new user is automatically logged into the application.
     
     

Edit Referring Provider

1. Navigate to your name dropdown at the top right side of the screen
2. Select 'Manage Users'
   
3. Select 'Review/Edit' to whichever users you would like to edit
4. Select 'Save' after any edits

Delete Referring Provider

1. Navigate to your name dropdown at the top right side of the screen
2. Select 'Manage Users'
3. Select 'Delete' to whichever users you would like to delete

Restore a Deleted User

1. Navigate to your name dropdown at the top right side of the screen
2. Select Manage Users
3. Select 'View Deleted Users' in the top right-hand corner
   
4. A list of deleted users will populate. Select 'Restore' next tot he users you would like to restore.
   

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