The following practice staff must be added to the OP Practice Portal and be associated to their Practice Portal User account (in the Associated Users section of their account setup):
- Providers with whom appointments are scheduled
- Staff/providers that are responsible for issuing PINs for parents/guardians to register for portal accounts
- Staff/providers that expect to send or directly receive messages or requests from the OP Patient Portal
- Staff/providers that will generate a CDA from OP
- Staff/providers that will send Documents to the OP Patient Portal
- Staff/providers that will create Tasks to be sent to the OP Patient Portal (such as Surveys)