Delegates - Provider Web Portal Quick Guide

Adding a New Delegate

• Linking to an Existing Delegate
• Managing Your Delegates
• Removing a Delegate

A new delegate is a person who does not currently have a delegate code (including a code that was created by someone else).

Each delegate (person) should only have 1 delegate code, which is created by the first provider to add them as a delegate.

Make sure you ask the person you'd like to delegate access to if they have a delegate code before deciding whether to add a new delegate or link to an existing delegate.

• Under the Add New Delegate/Office Staff tab:

  Complete fields to generate a new delegate code
  Delegate's First and Last name, Delegate's birth date, and Last 4 of Delegate's Driver's License No.
  Note: Last 4 of Driver's License can be any 4-digit code. Does not actually need to be the last 4 of license.

  Choose the Functions you want the delegate to be able to perform
  Review the delegate function definitions here.
  

• Click Submit and then click Confirm.
  
• Make sure your delegate gets their delegate code.
  The delegate needs a delegate code to register for their own Provider Web Portal account, where they can access and switch between all providers who have assigned them as a delegate.
  

Linking to an Existing Delegate

An existing delegate is a person who already has a delegate code (including a delegate code that was created by someone else), and has registered for a Provider Web Portal account, as a delegate.

Each delegate (person) should only have 1 delegate code, which was created by the first provider to add them as a delegate.

Make sure you ask the person to whom you'd like to delegate access if they have a delegate code before deciding whether to add a new delegate or link to an existing delegate.

• Under the Link Registered Delegate/Office Staff tab:

  Complete fields to link to an existing delegate code
  Delegate's Last name and delegate code.

  Choose the Functions you want the delegate to be able to perform
  Review the delegate function definitions here.

• Click Submit and then click Confirm.
  
• The delegate has been linked.
  

Managing Your Delegates

A delegate is a person who has been given access to perform certain Provider Web Portal functions on your behalf.

Each delegate (person) should only have 1 delegate code, which was created by the first provider to add them as a delegate.

1. Login to Provider Web Portal.
2. Click Manage Accounts.
   
3. There are 3 tabs - Add New Delegate/Office Staff tab is already open.

   Add New Delegate/Office Staff
   Used to create a new delegate code, add a new delegate, and manage delegate access.
   Note: If a delegate already has a code, it's very important to the link delegate feature instead of creating an entirely new code.

   Link Registered Delegate/Office Staff
   Used to delegate access to someone who already has a delegate code (even if it's a delegate code created by another company).

   Link Registered Trading Partner ID for X12 Reports
   Used to authorize someone to submit or retrieve your X12 transactions. Similar to a delegate, you can also authorize Trading Partners to perform certain Provider Web Portal functions on your behalf.
   

4. Under the Add New Delegate/Office Staff tab:

   Scroll to the bottom of the page to see a list of delegates you've created and/or linked to
   Here you can see their name's, birth date, last 4 of driver's license (or the 4-digit code they were registered with), delegate code, and their status.

   Status Meaning:

   • Active: has registered for a Provider Web Portal account as a delegate (can perform Provider Web Portal functions).
   • Active - Pending: has not yet registered for a Provider Web Portal account as a delegate (cannot perform Provider Web Portal functions).
   • Inactive: has registered for a Provider Web Portal account as a delegate, but has been put into an inactive status (cannot perform Provider Web Portal functions).
   • Inactive - Pending: has not yet registered for a Provider Web Portal account as a delegate, and has been put into an inactive status (cannot perform Provider Web Portal functions).
   
5. Click on the name of a Delegate to modify their access or change their status.
   

   Changing a delegate's status to Inactive, will mean they cannot perform Provider Web Portal functions on your behalf
   Review the delegate function definitions here.
   

6. Submit and confirm delegate changes.