USER CREDENTIALS

• To update a user's credentials, you can go to the Dashboard -> Admin -> User. Find the user through the search box. We typed 'bots'. Use the drop-down menu to select the user.

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• Next, click on the green plus sign next to 'credentials'.

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• A window will appear where credentials for the user can be added.

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An explanation of the credentials screen follows:

• Payor : Choose the insurance company being billed.
• Billing level: The billing level for the user.
• Number: Enter the provider number here.
• Billing provider: Enter the name of the billing provider here. Note: This section is only if the billing provider is someone else.
• Status: Choose whether the credential status is 'Active', 'In Process', or 'Inactive state'.
• Note: Input a note regarding the credential, if desired.
• Effective date: Enter the start date here.
• Expiration date: Enter the expiration date.
• Use as default: Check to use that credential as a default.