Delegates – Provider Web Portal Quick Guide

Last updated: 08/17/2020
 

Adding a New Delegate

Link to an Existing Delegate

Managing Your Delegates

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.

Add New Delegate/Office Staff tab

  • 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.
    screenshot of completed Add New delegate tab

  • Click Submit and then click Confirm
    completed Add New delegate tab with confirm button circled
  • 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.
    delegate code pop-up

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.

link registered delegate/office staff tab

  • 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.

completed link registered delegate tab

  • Click Submit and then click Confirm
    confirm linked delegate
  • The delegate has been linked
    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
    screenshot of portal homepage with Manage Accounts highlighted
  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.
    tab to manage X12

  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, birthdate, 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).
    delegate status
  5. Click on the name of a Delegate to modify their access or change their status.
    how to modify delegate 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.
    review status

  6. Submit and confirm delegate changes
    confirm delegate status screenshot
    confirmation message

Need More Help?

Please visit the Quick Guides web page to find all the Provider Web Portal Quick Guides.