How do I get an Associated User to show on the Practice Portal?

If a user is not found in an Associated User list, try the following steps:

  • If the Associated User is a clinical staff member, check the Providers section: Navigation Panel > User Administration > Providers. Locate the Associated User in the list, and follow the instruction on Adding Clinical Staff to the Practice Portal.
  • If the Associated User does not show under Staff Members or Providers, edit a piece of user information in the Staff/Provider directory in OP and save. It may be necessary to check back in 15-30 minutes to see if the changes triggered an update for the user in the Practice Portal.
  • If your practice has multiple locations, click the Locations drop-down and choose another location. Check for the staff member or provider in each of the locations.