Creating a Master Username

Creating a Master Username

1) Start a Free Trial for each provider by clicking on  "Sign Up For Free" on our website at:

2) Once each of the accounts are created with their usernames and passwords, log into one of the accounts.

3) Click on Account Access and then Allow Account Access.  Enter a username and password and click Add Username.  This new username will become your master username.

4) Log out of the original provider username and INTO the new master username and password. You will still be in the provider account, but it is the username that is important.

5) Click on Account Access and then Access Other Accounts.  Enter the username and password for each of the provider accounts that you would like to link to the master username.   Click Find Account and then Join Account.  

Once this part is completed,  the next time you log in with the master username, you will be able to select the provider by clicking on the Provider drop down menu located at the top of the screen.   The menu will display the provider accounts that are joined to your master username.
You can also click on Account Access and then Username Privileges.  This will allow you to set the access level of all usernames to a particular provider account.  Click on the Plus (+) sign next to the username, and you can choose Full Access, View Only or No Access if there are portions of the system where you would like to restrict access.  You may also delete unused usernames.

Master Files for Group Setup

If there are diagnosis codes, billing codes or insurance payers that you would like to add to multiple provider accounts.
1) Start by entering the information into one account.  
2) When you are logged into your master username, you can choose any provider account and click on Account Access and then Copy Codes to Another Account. 
3) Choose the provider account that you entered the information into as the “Copy From” account and choose the account you wish to copy the information to as the “Copy To” account in the drop down boxes. 
4) Choose the files you would like to copy and click “Continue”.  Select the files and click Copy Now.