Who Can Edit Medical Practice Account Details?
Users with the administrator role can edit existing medical practice accounts.
Note: If you are using a version of Community Access® Portal with the Referring Facility Admin role enabled, the contracted Health System should contact their TeleTracking Commercial Representation or TeleTracking Support for assistance in adding a new Medical Practice Account.
How to Edit Medical Practice Account Details
- Go to Admin > Structure > Medical Practices to display the Medical Practice Accounts list.
- Select an account in the list to display the account details on the View Medical Practice Account page. The page is view-only.
- Select Edit Account to display the Medical Practice Accounts - Edit Account page.
- Type your changes.
- You can add or delete facilities. See Medical Practice Accounts - Add and Delete Referring Facilities
- Select Save Changes.
The Medical Practice Accounts - Edit Account page closes, you return to the Medical Practices Accounts page. Your changes are saved.
Medical Practice Accounts - Add and Delete Referring Facilities
To add referring facilities to medical practice accounts:
- Go to Admin > Structure > Medical Practices to display the Medical Practice Accounts list.
- Select an account in the list to display the Medical Practice Accounts - View Account page. The page is view-only.
- Select Edit Account to display the Medical Practice Accounts - Edit Account page.
- In Referring Facilities, begin typing the name of a facility and select the name in the list that appears.
- The facility name appears next to Selected Facilities.
- Select Save Changes.
A success message appears. The Medical Practice Accounts - Edit Account page closes, you return to the Medical Practices Accounts page. Your changes are saved.
To delete a referring facility from an existing medical practice account:
- Go to Admin > Structure > Medical Practices to display the Medical Practice Accounts list.
- Select an account in the list to display the Medical Practice Accounts - View Account page. The page is view-only.
- Select Edit Account to display the Medical Practice Accounts - Edit Account page.
- In Selected Facilities, select the X next to a facility.
The facility name is removed from Selected Facilities.
- Select Save Changes.
The Medical Practice Accounts - Edit Account page closes, you return to the Medical Practices Accounts page. Your changes are saved.
Note:
If you remove a facility from a Medical Practice Account, users can no longer view that facility's referrals on the Referrals list, nor can they submit any more referrals to that facility.