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.
Step 1: Click the menu icon (three horizontal lines) at the top-left corner of your page, then click Utilities.
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Step 2: Click Members Area.
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Step 3: Click the Account Management tab.
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Step 4: Select the practice you wish to update the account information for.
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Step 5: Click User Summary.
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Step 6: Select the user by clicking directly on their name. You will be redirected to their User Summary page.
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Step 7: Click the Manage User's Location button.
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Step 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.
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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.
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Step 9: The address you have selected or deselected should appear or disappear from the user's summary page.