Accessing Other Accounts

Access Other Accounts

This function enables you to join another provider account to your username so that you can easily switch between accounts and copy master file records between Providers.  This function is used primarily for group practices where one or more individuals must access the accounts of multiple Providers.  Please note that you can join your account only with primary Provider usernames, and not with other usernames that support multiple providers.

1)  Click on Account Access in the blue menu on the left and then on Access Other Accounts:

2)  Enter the username and password that is on the account you would like to join.  Click Find Account.

3)  Verify the account and click Join Account.