Account Management

When logged into an account, all users may update information by selecting "Manage Account" at the top of the portal.

My Profile

  • Update Personal Information such as Name, Phone Number and Email Address

Provider/Supplier Combinations

  • View the TIN/NPI/PTAN combinations already viewable on the account
  • Add New TIN/NPI/PTAN combinations
  • Remove access to a TIN/NPI/PTAN combination

Account Access and Role(s)

  • View current role
  • Request a change in role
    • Select new role under Change Role(s).
    • Confirm change by selecting "Continue with change" on popup
    • Select Add New Combination(s) button
    • Enter combination that should be on new role
  • If a Provider Administrator requests a role change to an End User, another Provider Administrator must approve this.
  • Deactivate account
    • Notification will be displayed if a request to deactivate a Provider Administrator or Vendor Administrator cannot occur because there is not another registered.
  • Update response to the question - "Are you a small Provider/Supplier?"

Security Settings

  • Change password
  • Update security questions
  • Update MFA Settings

Account History

  • View action taken on the account. This includes:
    • Creation of account
    • Functionality additions/removals
    • Combination additions/removals


Last Updated Mon, 18 Nov 2019 18:42:51 +0000