Manage ProviderXG admin accounts

Grant access, update, or delete fund office user accounts. These user accounts enable fund office staff to experience ProviderXG as a provider user. This Fund Office Access authorizes account holders to see everything a provider sees, including all PHIClosed Any health information that could identify a person. This can include a person's past or present medical status or condition, payments made for health care, and health care services received.. Grant this access sparingly and only to individuals performing ProviderXG support at your office.

Access the Admin Management subtab

  1. Access the User Maintenance tab (see ProviderXG User Maintenance).
  2. Select ProviderXG from the Product dropdown menu.
  3. The Admin Management subtab displays by default.

Manage fund office access

Any field with an asterisk * next to it or a red border around it must be completed before you can continue.

Add a Fund Office account

  1. At the bottom of the Admin Management subtab, click Add button.
  2. Select Fund Office Access from the Account Type list.
  3. Type a Name and a Username in the boxes.

  4. Click to apply your changes.

  5. Click Save icon to apply the update.

  6. The Fund Office Access account is now active.

Update a Fund Office account

If you need to change a Fund Office Account Name or Username, follow these steps.

  1. Click the admin account Name you need to change.
  2. Update the Name or Username.
  3. Click and then click Save icon in the tab toolbar.

Delete a Fund Office account

If a Fund Office Account is no longer active and you want to disable access, follow these steps.

  1. Click the admin account Name you need to delete.
  2. At the bottom of the Admin Management subtab, click .
  3. The account no longer displays in the table and no longer has access.

Concept Link IconSEE ALSO