Profile

The Profile section in the Dashboard contains fields to store and update account specific information, set office locations, enter user credentials, and where the organization accounts can update merchant settings, billing information, and view/print CentralReach invoices.

Two-Factor Authentication

Two-factor authentication (2FA) adds an extra layer of security to your CentralReach account by requiring access to your phone or mobile device, in addition to your password.

Dashboard / Profile Add a Share Payor to a Client Payor Profile

When saving a client payor as shared, the payor can be added to another client’s profile, so the same information does not have to be re-entered in CentralReach. This functionality is designed to be used by School Districts and Regional Center organizations that need to generate one single invoice with all of their clients. Please note, saved as shared payor information should not be applied to other clients profiles, as the payor information is unique to each individual client and must be created in each client’s payor profile for it to populate correctly in their claims.

To add a previously created client payor that has been saved as shared to another client payor profile:

  1. Navigate to the  Contacts module and select Clients
  2. Click the client name
  3. Click the Profile tab at the top of the client’s Dashboard
  4. Click Payors
  5. Click the + Add New  button on the top right-hand side and select Shared
  6. Enter the name of the payor that was previously saved as shared
  7. Click Add Payor

Dashboard / Profile Add/Edit Meta Data

To add or edit a contact’s metadata:

  1. Navigate to the Contacts module and select Everyone
  2. Click the contact name
  3. Under the left-hand side contact details sidebar, click the Add/Edit Meta Data link on the bottom of the sidebar
    • Or, click the Profile tab on top of the contact’s Dashboard and then click Meta Data
  4. Edit or complete the details in the Meta Data form and click the save  icon next to each field
    • Please note, once data is changed it is overridden and previous data will not be saved

Dashboard / Profile Adding Information to the Client Portal

The Team menu in the Client Portal has a directory of contacts connected to clients by an organization, for clients to access. You can include certain information for clients and their parents/guardians to view, regarding your office and staff information.

To add or edit information, such as office location and phone numbers, for client’s to view in the Client Portal:

  1. Navigate to your main Dashboard and click My Profile
  2. Click EXT. Profile and Office Locations
  3. Click the Add New button and fill out information for your office
    • Put in your work number and extension. The extension will not appear on the main team screen, only when they click on an employee’s name
    • You can also hide the street address from public view, by clicking Hide the street address from public view

Dashboard / Profile Configure the Organization’s Accepted Insurance Plans

The organization account can set up the list of accepted insurance plans or payors. This will ensure that the list of available payors to be added to the client’s profile are approved by the organization. Additionally, organizations can also define the payors work week so that the Scheduling module and Authorization work in accordance with the payor work week requirements.

To configure the organization approved insurance payors:

  1. Navigate to the  Dashboard module and click Home
  2. Click My Profile
  3. Click the Ext. Profile tab
  4. Click Accepted Insurances
  5. Click the Add Payor drop-down to select the payor name
  6. Click the Add Plan drop-down to select the plan name. The payor and plan will be automatically added to the list of accepted payors
  7. The payor work week will default to Monday-Sunday. To edit based on the payor’s requirements:
    • Click the payor work week blue text
    • Click the Default Work Week drop-down and select the payor’s work week
    • Click Calculations and select one of the following from the drop-down:
      • Apply to new authorizations only: will apply the new selected payor work week to new authorizations created when the payor update is made
      • Apply to all authorizations: will apply the new selected payor work week to new authorizations, and will also override the work week on all existing authorizations. If selected, the changes to apply the new work week to your existing authorizations will be completed at midnight (12:00AM  UTC)
    • Click Update Work Week
    • Define a payors’ required service time in the Time Format column, as either 12-hour or 24-hour

If you do not find a plan in the list, open a CentralReach support ticket, including the following information:

  • Insurance carrier name
  • Insurance plan name
  • Insurance address
  • Payor ID (for sending claims electronically)
    • Please indicate whether you submit claims via OfficeAlly or Waystar (ZirMed)

To add school districts as payors, please provide the following:

  • Insurance plan name
  • Insurance address

Click here to learn how to open a support ticket.

Click here to learn how to add an insurance plan payor to a client’s profile.

Dashboard / Profile Create a New Office Location

Only organization Admin accounts can create new office locations.

To create a new office location:

  1. Log in to CentralReach, or navigate to the Dashboard module and select Home/My Dashboard
  2. Click the My Profile tab
  3. Click the Ext. Profile tab
  4. Click on  Office Locations
  5. Click the Add New button
  6. Fill out all of the required information and click Save Location

Office locations created from the organization Admin account can be added to any employee’s face profile. Click here to learn how to add a location to an employee face profile.

Dashboard / Profile Set Up Notifications

You can opt-in to receive email or text message notifications from CentralReach, when you receive new messages, and when there are updates made to your schedule, to tasks, and time off requests.

To set up notifications:

  1. Log in to CentralReach or navigate to the  Dashboard module and select Home/My Dashboard
  2. Click the My Profile tab on the top of My Dashboard
  3. Click the Settings tab
  4. Click Notifications
  5. Complete the Mobile Setup section to configure text message notifications:
    • Carrier: click the drop-down list and select your mobile carrier
    • Phone Number: enter your phone number and click Send Verification Code. You will receive a text message with a verification code
    • Verification Code: enter the verification code received and click Finish Setup
  6. Complete the Notifications section to confirm the notifications you would like to receive and the method by which you would like to receive them:
    • Click the checkbox  under the email column to be notified via email
    • Click the checkbox  under the SMS column to be notified via text message
  7. Click Save Settings

Dashboard / Profile Setup Security Questions for Your Account

To reset your password if you are having login problems, you need to set up security questions for your account.

To set up security questions:

  1. Navigate to the  Dashboard module and select Home/My Dashboard
  2. Click the My Profile tab on top of the Dashboard
  3. Click Login & Access
  4. Scroll down to the Security Questions and click to select your Question # 1, Question # 2, and Question # 3, and enter each question’s answer respectively
  5. Click Save Security Questions

Dashboard / Profile Update Organization’s Address and Phone Number

The organization account can update the organization’s address and phone number in the Profile section of the  Dashboard module.

To update the organization’s address and phone number:

  1. Navigate to the Dashboard module and select Home/My Dashboard
  2. Click the My Profile tab on top of the Dashboard
  3. Click Basics
    • Click Address tab
    • Edit the address details
    • Click Save Address
  4. Go back to My Profile
  5. Click EXT. Profile
  6. Click Office Locations
  7. Choose the main office location and enter the organization’s phone number
  8. Click Save Location 

Dashboard / Profile Update Payor Work Week

The payor work week can be defined within your organizations’ account, Accepted Insurances profile. Establishing your payor work week in CentralReach allows you to always align authorizations and appointments to work week requirements, to avoid scheduling, billing and claim processing errors.

To edit or update your payor work week:

  1. Log in to CentralReach or navigate to the  Dashboard module and click Home
  2. Click the My Profile tab at the top of My Dashboard
  3. Click the Ext. Profile tab
  4. Click Accepted Insurances
  5. Find the Payor/Plan name under the list of approved plans
  6. Click the payor work week blue text
    • Click the Default Work Week drop-down and select the payor’s work week
    • Click Calculations and select one of the following from the drop-down:
      • Apply to new authorizations only: will apply the new selected payor work week to new authorizations created upon the payor update is made
      • Apply to all authorizations: will apply the new selected payor work week to new authorizations, and will also override the work week on all existing authorizations. If selected, the changes to apply the new work week to your existing authorizations will be completed at midnight (12:00 AM UTC)
  7. Click Update Work Week

 

Contacts / Insurance Verification / Dashboard / Profile Validate a Client Insurance Manually

To validate a client’s insurance plan manually:

  1. Navigate to the  Contacts module and select Clients
  2. Click the client name you need to verify insurance for
  3. You will land in the client’s Dashboard 
    • In the Payors widget, click the insurance plan you want to manually verify
      • Click View Details
    • Alternatively, click Profile at the top of the client’s Dashboard, and then click Payors
  4. Click the Verify > or Verify Again > button on the right-hand side and select Manually Verify
    1. Verify Coverage Date: click to enter the date when the insurance is being manually verified
    2. Eligibility Status: select one option from the drop-down menu
    3. Coverage Details/Notes: enter any notes as necessary
    4. Click Update Insurance Eligibility

Dashboard / Profile Change Your Password

There are two ways to change your CentralReach password. If you are unable to log in because of too many invalid login attempts, contact your organization admin to request a password reset.

To change your password if you are signed in:

  1. Navigate the  Dashboard Module and select Home/My Dashboard
  2. Click on My Profile
  3. Click on Login & Access
  4. Enter in a new password in the Password and Confirm Password fields
  5. Click Update Login Information

To change your password if you are not signed in:

  1. Navigate to members.centralreach.com
  2. Click on the Forgot Password link under the Username and Password fields
  3. Use either one of the three options below:
    • Enter Username… – Enter your account username and click Reset
    • Click or enter my email – Enter your account e-mail address and click Reset
    • Click I don’t know either of these… – If you are unable to retrieve your login information using the options above, please contact your organization admin. CentralReach support staff is not authorized to change your account information, including passwords
  4. After entering your username or password you will receive an e-mail with a password reset link
  5. Your new password will need to be at least eight characters in length and include at least:
    • One upper case letter
    • One lower case letter
    • One number
    • One special character

Dashboard / Profile Update Logout Time

For security purposes, we recommend organizations use the 15-minute auto logout default setting for inactivity, which will prompt users to log back into CentralReach after 15 minutes of no activity. Should the organization choose otherwise, the changes can be made by the organization account, however, we highly advise additional security protocols are implemented if increasing the session timeout length to protect and secure PHI and other sensitive account data.

To change the logout time for all the employees within the organization:

  1. Log into the organization CentralReach account, or navigate to the  Dashboard module and select Home/My Dashboard
  2. Click the My Profile tab on the top of the screen
  3. Click the Settings tab
  4. Click Additional Settings
  5. Within the Login and Browser Settings section, click the Choose a Timeout drop-down and select the logout time
  6. Click Save Settings

Dashboard / Profile / Scheduling / Settings View Employee Calendar Permissions

After establishing an employee’s permission to view and manage calendars, you can review and edit who has access to the employee’s calendar within the employee’s Profile.

  1. Navigate to the  Contacts module and select Employees & Co-Workers
  2. Click the name of the employee you want to review calendar permissions for
  3. Click the Profile tab on top of the Dashboard
  4. Click the Settings tab
  5. Click Calendar Permissions
  6. All employees who have view or manage access to the employee’s calendar will be listed
    • To give access to another employee to view or manage this employee’s calendar, enter the employee name and select from the drop-down the level of access the employee should have to this employee’s calendar
    • To edit the level of access employees have to this employee’s calendar, click the drop-down next to the employee’s name
    • To remove the access level of any employee to this employee’s calendar, click the trash can icon next to the employee’s name

Contacts / Dashboard / Profile / Scheduling Manage Employee Availability

Adding employee availability shows the days and times when an employee is available to be scheduled for a client appointment. Users with permission to manage availability (Settings > Manage Employee Availability) will be able to configure other employees’ availability in CentralReach. Employees with permission to manage their own availability (Settings > Manage Own Availability) will be able to establish and update their own availability. Configuring employee availability is required to utilize the Find a Provider tool in the  Scheduling module.

To enter an employee’s availability:

  1. Navigate to the  Contacts module and select Employees & Coworkers
  2. Click the name of the employee you would like to add availability for
  3. Click the Profile tab on top of the employee Dashboard
  4. Click the Settings tab
  5. Click Availability
  6. Click Add New
  7. Complete the Availability tab
    • Name: enter the availability name
    • Show: select who should be able to see the employee’s availability
      • To everyone in CentralReach: will allow everybody in the organization to view the employee’s availability
      • Only to people in “employee’s” network: will only allow users connected to the employee to view their availability
      • Only to people I have given permission to view “employee’s” schedule: will only allow users who have permission to view the employee’s schedule to view their availability
    • Location: select the employee location
    • Starts On/until: select the dates when the availability starts and ends
    • When: select the availability start time and end time
    • Repeat On: select the days of the week the availability will apply
    • Notes: enter any additional comments pertaining to this employee’s availability
  8. Click Save Availability

To edit an existing availability, select the availability you would like to edit from the Current Availability screen (step 5 above) and update the information as necessary. Add as many availabilities as needed for each employee, as long as they do not overlap. All logged availability will be shown in the employee’s calendar in green for easy scheduling. Please note, employees with permission to view and manage appointments will be able to schedule appointments outside of the configured availability.

Contacts / Dashboard / Profile Edit Contact Information

To edit a user’s contact information:

  1. Navigate to the  Contacts module and select Everyone
  2. Click the name of the contact you wish to update
  3. Click the Profile tab on top of the contact’s Dashboard
    1. Click Basics to update the contact’s basic information, such as name, credentials and NPI number, or to inactivate a contact
    2. Click Profile Picture to upload a contact’s picture to be seen in their Dashboard
    3. Click Login & Access to edit or add a username and password for the contact to log in to CentralReach

If you don’t have these options available you do not have access to edit the user’s profile and must contact your organizational account for further assistance.

Contacts / Dashboard / Profile Change a Contact Username and/or Password

By default, the organization account can change any contact’s username and password. Also, employees with the appropriate permissions can change other employee’s or client’s usernames and passwords.

  • To change another employee’s username and password an employee will need the Contacts > Manage Employees permission
  • To change another client’s username and password an employee will need to be connected to that client as a Client-admin

To change someone else’s username and/or password:

  1. Navigate to  Contacts module and select Everyone
  2. Click on the contact you want to edit
  3. Click the Profile tab
  4. Click  Login & Access
  5. Enter a new a new Username and/or Password
  6. Click Update Login Information

Note: After you update a user’s password, the field will revert to being blank. This is to protect that user’s privacy.

If you need to reset your own username or password, click here.

Contacts / Dashboard / Profile Apply an Existing Office Location to a Contact

Once you have created your office locations, you can apply them to any account.

A contact’s office location will appear on the employee’s dashboard, as well as on the contacts grid.

To apply an existing office location to a contact’s account:

  1. Navigate to the  Contacts module and select Everyone
  2. Search or click the name of the contact you want to apply an office location to
  3. Click the Profile tab on top of the contact’s Dashboard
  4. Click  Basics
  5. Scroll down to the bottom and select an office location through the Primary Office Location drop-down menu
  6. Click Update

Click here to learn how to add new office locations.

Contacts / Dashboard / Profile Add Employee Credentials

Employee credentials can be added to the employee’s profile.

To add employee’s credentials:

  1. Navigate to the Dashboard module and click Home/My Dashboard
    • If you are adding the credentials number for another employee, navigate to the  Contacts module and select Employees & Co-Workers
    • Click the name of the contact
  2. Click the My Profile/Profile tab on top of the Dashboard
  3. Click Basics
  4. Enter the credential’s number under the Credentials (e.g. Ph.D., MA, etc.) field
  5. Click Save Contact Information

Contacts / Dashboard / Profile Add and Edit Employee Claim Settings

Employee Claim Settings can be added under the employee’s Profile, and the information carries over into the  Claims module in order to streamline claim processing.

To enter an employee’s Claim Settings:

  1. Navigate to the  Contacts module and select Employees & Co-workers
  2. Click the name of the employee
  3. Click the Profile tab on top of the Dashboard
  4. Click the Settings tab
  5. Click Claim Settings
  6. Complete the Claim Settings form and all the information on it
    • Click  Sync from basics to pull contact information from the contact Basic’s profile
    • Organizations can also store secondary identifiers, such as UCI Number or G2-Provider Commercial Number, under the custom identifiers section on the bottom of the page
    • In addition to populating the Rendering Provider (person on timesheet) information on the claims, employee accounts can be used as default settings for rendering provider, pay-to-provider or Provider/Supplier on a claim
  7. Click Save Claim Settings

Contacts / Dashboard / Profile Add an NPI Number

NPI numbers can be saved in a contact’s profile in CentralReach and can be synced into the employee’s claim settings.

Employees can add their NPI number to their profile, or the organization account, or a user with the proper permission rights can add it to the employee’s account.

To add an NPI number to an account:

  1. Navigate to the Dashboard module and click Home/My Dashboard
    • If you are adding the NPI number for another employee, navigate to the  Contacts module and select Employees & Co-Workers
    • Click the name of the contact
  2. Click the My Profile/Profile tab on top of the Dashboard
  3. Click Basics
  4. Enter the NPI number under the NPI Number field
  5. Click Save Contact Information
  6. To sync the NPI number for claim processing:
    • Click the Settings tab
    • Click Claim Settings
    • Click Sync from Basics on the top right corner
    • Click Save Claim Settings

Contacts / Dashboard / Profile Add Principals to Contacts

Principals are utilized by organizations, to help manage roles and relationships between clients and employees. Principals type examples include Regional Managers, Clinical Directors, Sales Managers, etc. These relationships translate into standard and custom reports in CentralReach. Organizations use principals to generate reports that address items, such as utilization performance by Regional Manager, caseload by Clinical Director, or new business by Sales Manager.

  • For example, if Scheduling Managers were assigned to each client, a manager could oversee their performance in the Authorizations section of the Billing module, assessing how many hours were authorized, scheduled, and worked

To set up principals:

  1. Navigate to the  Contacts module and select Everyone
  2. Click the contact name
  3. Click the Profile tab on top of the Dashboard
  4. Click Profile and select Principals
  5. Click Add New
  6. Complete the New Principal form:
    • Principal: enter the name of the user who will be the principal for this contact
    • Principal Type: select the type of principal this user is for the contact
    • Start Date (optional): enter the date when the principal relationship will start
    • End Date (optional): enter the date when the principal relationship will end
    • Hide this principal?: click the checkbox to hide from employees who do not have admin permission over this contact
  7. Click Add Principal

Contacts / Dashboard / Profile Add a File to a Client’s Payor Profile

Files can be added and linked to a client’s payor profile.

To add a file to a payor:

  1. Navigate to the  Contacts module and select Clients
  2. Click the name of the client
  3. Click the Profile and select Payors
  4. Click Details on the top right-hand side of the current insurance you want to add a file to

5. Click the Overview tab

6. Click the File Link  drop-down next to Linked File

  • To link an existing file that has already been uploaded to CentralReach, enter the name of the file and click the link  icon button
  • To upload a new file, click Upload new file and select the name of the file you want to link to the payor

7. Click Save Payor

Contacts / Dashboard / Profile Copy a Client Insurance Payor Information

Client’s insurance payor information saved in their profile can be copied to help you add a new insurance payor to their profile without having to manually enter all the information.

To copy a client’s insurance information:

  1. Navigate to the  Contacts module and select Clients
  2. Click the client’s name
  3. Click the Profile tab on top of the client’s Dashboard
  4. Click Payors
  5. Click Make A Copy Of This Insurance  icon
  6. Edit the insurance information on the Overview, Insurance, Subscriber, and Patient tabs accordingly. Click here to learn more
  7. Click Save Payor
  8. If this change will affect the current authorization, you will want to:
    • Open the authorization and change the payor for the Global Authorization, as well as each service code in this authorization
    • Change payor on any applicable billing entries in the Billing module
    • Recurring appointments will need to be checked to ensure you are using the correct payor

9. Once all of these changes have been made, you can delete the old payor profile, if necessary, by clicking the trash can  next to the payor’s name

Contacts / Dashboard / Profile How to Add a Payor to a Client Profile

To add an insurance payor to a client profile:

  1. Navigate to the  Contacts module and select Clients
  2. Click the client name
  3. Click the Profile tab at the top of the client’s Dashboard
  4. Click Payors
  5. Click the Add New  button and select Insurance
  6. On the Overview tab, enter the insurance Nickname and Notes
  7. Click the Insurance tab
  • Enter Payor: you will only be able to see the payors/insurance plans accepted by your organization, as configured by the Org Account. Click here if you need support, because a payor is not on the list
  • Click Select A Plan: select a plan name from the drop-down list
  • Click Payor Responsibility: select P-Primary, S-Secondary, or T-Tertiary
  • Enter Patient Responsibility Amount and click the drop-down next to it to select how the copayment is billed: Per-Visit, Daily, Weekly, or Monthly
  • Click Coverage From to open a calendar and select the date when this coverage begins. Optionally, enter when the coverage ends, on the next field
  • Enter Insurance Contact Phone
  • Enter Insurance Contact Person
  • Select the insurance Status: Current Insurance or Had this insurance in the past

8. Click the Subscriber tab and enter the policyholder information, or click the Sync icon to import the information from the client’s profile. Ensure you include the Insured ID in this section, as this information is not housed anywhere else in the client profile

9. Click on the Patient tab and enter the patient information, or click the Sync icon to import the information from the client’s profile. Ensure you click Relationship to Subscriber and select patient’s relationship to the subscriber/policyholder

10.  Click Save Payor

11. Click Save as Shared to have this insurance information available for another client to import into their payor profile

  • This functionality is designed for School Districts or Regional Centers to be able to create one single invoice, including multiple clients. Please note, saved as shared payor information applied to clients is not intended to be used for claim processing, as the payor information is unique to each individual client and must be created in each client’s payor profile for it to populate correctly in their claims

Click here to learn how to apply a save as shared client payor to another client.

Contacts / Dashboard / Profile Unable to Find Insurance Plan to Assign to a Client

If you are unable to find an insurance plan to be added to a client profile, please confirm with your organization that the plan you are trying to add is accepted and has been added to the organization’s list of accepted payors through the Org Account. Once the plan is added to the Org Account, you will be able to view the plan to add it to the client’s profile.

If the Org Account does not find the plan to add it to the list of accepted payors, open a CentralReach support ticket, including the following information:

  • Insurance carrier name
  • Insurance plan name
  • Insurance address
  • Payor ID (for sending claims electronically). Please indicate whether you submit claims via OfficeAlly or Waystar (ZirMed)

To add school districts as payors, please provide the following:

  • Insurance plan name
  • Insurance address

Click here to learn how to add an insurance plan payor to a client’s profile.

Click here to learn how to configure the organization’s approved insurance payors.

Click here to learn how to open a support ticket.

 

Contacts / Dashboard / Profile Add a Diagnosis Code to a Client’s Profile

When adding diagnosis codes to a client’s profile, the diagnosis code will be included in future billing entries and claims (unless overridden by authorization settings).

To add a diagnosis code:

  1. Navigate to the  Contacts module and select Clients
  2. Click the name of the client you want to add a diagnosis code to
  3. Click the Profile tab on top of the client’s Dashboard
  4. Click the Settings tab and select Claim Settings
  5. Type the diagnosis code under Default Diagnosis Codes

6. Select the appropriate diagnosis code and click Save changes

7. If the client has custom identifiers, which may be payor-specific, enter the qualifier type, the value, add an optional note, and click the save button on the right-hand side

Contacts / Dashboard / Profile Add Additional Contacts to a Client Account

Additional contacts, such as parents, caregivers, or other emergency contacts, can be added to a client’s account. These contacts can be used as a point of reference or in case of an emergency.

To add an additional contact for a client’s account:

  1. Navigate to the  Contacts module and select Clients
  2. Click the name of the client
  3. Click the Profile tab on top of the client’s Dashboard
  4. Under the Profile tab, click Additional Contacts

5. Click Add New on the top right-hand side corner

6. Enter the person’s contact information, and click Save Contact

Contacts / Dashboard / Profile Setting up Client Claims Settings

In order for client claim information to auto-populate during claim submissions, you can enter information into the claims settings of a client’s profile. Unless overridden by the client’s authorizations, this will carry over to timesheets and claims.

  1. Navigate to the  Contacts module and select a client
  2. Click Profile
  3. Click the Settings tab and select Claim Settings
  4. Search for and add the client’s diagnosis code
  5. Click Save Changes
  6. To set up a custom client identifier, select the appropriate type from the Qualifier drop-down
    • Type in the value before clicking Save 

Contacts / Dashboard / Profile Update a Client Mailing Address

The client mailing address serves as the master address in CentralReach. This address can be used to schedule appointments, as well as to create billing invoices. Once the client’s address is added to CentralReach, it will appear on the left-hand side panel of the client’s Dashboard.

To add a client’s mailing address:

  1. Navigate to the  Contacts module and select Clients
  2. Click the client’s name
  3. Click the Profile tab
  4. Click Basics
  5. Click the Address tab
  6. Enter the contact’s address details and click Save Address

Contacts / Dashboard / Profile Deactivate or Reactivate a Contact

Due to HIPAA regulations, once a contact is created in CentralReach, the contact cannot be deleted from the system. However, contacts can be made inactive and their account activity and history will be maintained, while the user will be disabled from logging into the system. Once a contact is made inactive, they can be reactivated, if needed.

To update a contact status:

  1. Navigate to the  Contacts module and select Everyone
    • To inactivate a contact, click the contact name
    • To reactivate a contact, click the drop-down menu on the top left corner of the contacts grid, and select Inactive Employees, Inactive Clients, or Inactive Generics, to filter your inactive contacts. Then, click the contact name
  2. Click the Profile tab
  3. Click Basics under the Profile tab
  4. Under Status
    • Click the link Make-inactive to inactivate the contact
    • Click the link Make Active to reactivate the contact
  5. Click Yes on the Confirm pop-up

Contacts / Dashboard / Profile View Client Established Connections

To view or update the connections and the level of access other employees have to the client’s information through an established connection:

  1. Navigate to the  Contacts module and select Clients
  2. Click the name of the client
  3. Click the Profile tab on top of the Dashboard
  4. Click Provider Network under the Profile tab
  5. All the contacts connected to the client will be listed on the screen
  6. To view the connection details, click the gear  icon on the right-hand side

7. Update sharing settings by checking/unchecking any desired items and click Update sharing settings

  • Click Yes to confirm the changes

8. Click Remove Contact Name from Contact Name Network to remove the employee from the client’s network

9. Click the checkbox  next to the items you want to remove any connections from

  • Click Yes to confirm the changes