Note
This article does not apply to Portal Partners.
To assign/add or unassign/remove an existing practice location from a user's account, you must access the Utilities menu.
1. Click the menu icon (three horizontal lines) at the top-left corner of your page, then click Utilities.
(click to enlarge)
2. Click Members Area.
(click to enlarge)
3. Click the Account Management tab.
(click to enlarge)
4. Select the practice you wish to update the account information for.
(click to enlarge)
5. Click User Summary.
(click to enlarge)
6. Select the user by clicking directly on their name. You will be redirected to their User Summary page.
(click to enlarge)
7. Click the Manage User's Location button.
(click to enlarge)
8. On the next screen, you will see the list of practice locations attached to this user. Follow the directions outlined below to either:
Add a location:
Check the box next to the desired location, then click the Submit Changes button.
(click to enlarge)
Note: If the provider has multiple DEA's, select the appropriate DEA from the State License dropdown for the location.
Remove a location:
Uncheck the box next to the location you want to remove, then click the Submit Changes button.
(click to enlarge)
9. The address you have selected or deselected should appear or disappear from the user's summary page.