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To view/modify practice information you must have Admin privileges. |
Organization Method - View/Change Practice Representative
Location: Admin
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To view/modify practice information you must have Admin privileges. |
As part of the Direct messaging setup, a representative of the practice completes the DirectTrust activation which includes verifying the person's identity. This person is then responsible to ensure the practice verifies the identity of other users who will be issued a Direct address.
To view who is currently assigned as the practice representative:
1.Go to Admin > Practice Information.
2.Their name is in the DirectTrust Practice Representative field.
To change who is currently assigned as the practice representative:
1.The new representative must first complete the DirectTrust Activation process.
2.Go to Admin > Practice Information.
3.Ensure their name is selected in the DirectTrust Practice Representative field. If not, click the down arrow in that field and select the new person serving as the representative.
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