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Provider Portal-Getting Started
User Manual
PROVIDER PORTAL:GETTING STARTED
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Table of Contents
User Registration Process .……….…………………..……………………………..……..……..3
Sign up …..…………………………….…………………..……………………………..……..……..4
Login…………………………………….………………………….…………………………….……..9
Retrieve User Name………………………...………………………………………………………11
Reset Password………………………………………………………………………………………12
View/Edit User Profile…………………………………..……………………………..……….….15
Logout ………….………………………………………………………………………………………18
Contact Details……….………………………………………………………………………………19
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User Registration Process
Overview
Step What Happens? Who Does It?
1 Enters user’s information in the portal. Account Operator
2 Send Confirm Registration email and link to the user. System generated
3 Complete and submit the Sign-Up Form in the portal. User
4 Activate the user in the portal. (Will appear in work list in the portal.) Account Operator
5 Send Activation email and link to the user. Contains username and temporary password. System generated
6Click the activation link which takes you to the Provider Portal login page.Enter temporary credentials, read and accept agreement, answer security questions, change temporary password. Process Complete.
User
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In the Personal Details section, check the following details and edit if required:
• First Name
• MI
• Last Name
• NPI or Tax ID or both
Click NEXT.
IMPORTANT: The user must complete the sign-up form within 24 hours or the link will expire.
If the link expires, the Account Operator must resend the link to the user.
Sign Up
Personal Details
The Confirm Registration link received via email takes you to the Provider Portal sign up page, which contains the Sign Up Form. Your account
details are auto-populated in the form. Please validate the details given in the form. To make any edits, click the respective section and key in the
correct data.
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Sign Up
Personal Details
If the NPI or Tax ID is invalid, or any mandatory data is not complete, an error mark
appears (exclamation point located next to the respective section). To view the error
message, click the exclamation point.
If an invalid Tax ID or NPI is entered, a tooltip appears with a message, “TaxID/NPI is not valid. Please
verify.”
If the length of the Tax ID is less than or more than nine digits, a tooltip appears with the
message ”The length of the Taxid should be 9 digits”.
Verify the TaxID/NPI and re-enter the correct TaxID/NPI in the relevant section.
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Sign Up
Address & Contact Details
After validating the personal details, the Address/Contact Details section appears.
• Check the following details and edit if required: Street Address, City, State, Zip,
Phone, Email, Apt (Apartment), Ext, and Fax.
• Click NEXT.
Completing User Details
The ADDRESS VERIFICATION dialog box displays the address entered. Additionally, a
new address recommended by United States Postal Office Records (USPS) will appear,
which is the standard address that ensures the most accurate mailing address.
• To retain the address you entered, click KEEP ADDRESS I ENTERED.
• To retain the one USPS recommends, click USE NEW ADDRESS.
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Sign Up
User Details
The User Name and Password section appears.
The User Name is generated based on the user’s name. It will contain the first letter
of the first name, the first letter of the middle name, and the last name. If that user name
already exists, the suffix ‘000’ will be added. If that user name exists too, the suffix will be
increased to ‘001’ and so on.
• Type the password shared via the email in the Password text area.
• Re-type the password in the Confirm Password text area.
• Click NEXT.
Answer Security Questions
The Security Questions section appears.
• Select the questions from the drop-down list as you wish and type the answers in
the respective columns.
• Click NEXT.
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Sign Up
Review & Submit
The Review and Submit section appears.
• Review the details entered. To edit any of the information provided, click PREVIOUS.
• If the details entered are correct, select the checkbox I’m not a robot.
• Click SUBMIT.
Email with Activation Link
A dialog box appears notifying that an activation link is sent to your email address. Click CLOSE.
In the email that you receive, click the activation link. It takes you to the Provider Portal login page with a
message: Registration Confirmed.
If you haven’t received an email with an activation link, you can try logging
into the portal using the user credentials and click LOGIN.
• A dialog box appears with a note: Verify Your Email Address.
• Click Resend.
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Login Credentials
Once you are registered as a provider and your profile is activated in the portal, you’ll
receive another email notification with your user name and a temporary password.
• To login to the portal, click the link sent via email and type the credentials mentioned
in the email.
• Review the End User License Agreement by clicking on the link.
• Check the box indicating that you have read and understood.
• Click the I’m not a robot check box.
• Answer the additional security question.
• Click LOGIN.
Login
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Password Change
The home page appears. Change the temporary password provided in the email.
To change the password, from the user profile drop-down menu, click Change Password.
Login
The Change password page appears.
• Type the old password in the Old Password text area.
• Type the new password in the New Password text area.
• Re-type the new password in the Confirm New Password text area.
• Click UPDATE PASSWORD. A dialog box appears with the message Password has
been changed successfully.
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Forgot User Name
If you have forgotten your user name, in the login page, click Forgot UserName?.
The Forgot Username page appears. Type your first name, last name, and email
address in the respective text areas. Click SUBMIT.
You will receive the user name via email.
Retrieve User Name
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Forgot Password
If you have forgotten the password that you’ve set to login to the portal, you can reset the password.
To do so, in the Sign In page, click Forgot Password?.
The Forgot Password page appears. Type your user name in the respective text area.
You will be able to reset your password by either of these two methods:
1. Via email: To reset your password via email, click Get a password reset email message.
2. Via security questions: To reset your password by answering the security questions that you set
while signing up, click Answer security questions.
Click SUBMIT.
Reset Password
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Reset Password
If you have opted to reset the password via email, you’ll receive an email from the CareMore Provider Relations team.
In the email:
Click the Reset Password button.
Or
Copy/paste the link into a new browser.
Reset Password
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Reset Password
The Reset password page appears.
• Type the new password in the Password field.
• Type the password again in the confirmPassword field.
Click UPDATE PASSWORD.
A dialog box appears stating Your password has been reset successfully. Click CLOSE.
If you have opted to reset the password by answering the security questions, you’ll be taken to
the Forgot Password page.
• Type the answers to the security questions.
• Click SUBMIT.
The Reset Password page appears. You can then reset your password as explained above.
Reset Password
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View User Profile
You can view and edit your account details in the profile.
To view your details, from the user profile drop-down menu, click View Profile.
The Account Profile dialog box appears. To edit the profile, click Edit Profile.
View/Edit User Profile
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View User Profile
The Edit Account Profile dialog box appears. Make the necessary
changes in the profile and click Update.
.
View/Edit User Profile
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View User Profile
The authentication dialog box appears. Type your password and click Update.
Once your details are updated, you’ll receive another dialog box with the message
Your profile was updated successfully. Click Close.
View/Edit User Profile
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To logout of the portal, from the user profile drop-down menu, click Logout.
Logout
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Contact Details
CareMore Provider Relations:• 888-291-1358 • or [email protected]
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Thank You
