How do I verify the patient name during user setup?

Additional Verification Steps

Once data exists in the account, new users will be required to verify additional data to complete the new user set up process.

Whenever a new user is added to the system, they will receive a "Verify Access" email to confirm their legitimacy and grant access to the system.  The email will contain a Claim.MD link (see image above). When the user clicks the link, a pop-up will prompt them to verify access to the system by entering a patient's last name. This last name can be obtained either by looking up their PCN/Account number in a separate practice management system or by asking an already authorized Claim.MD user to search for the patient's last name using the provided account number.

To perform the search, the already authorized Claim.MD user should follow these steps:

1. Navigate to the Search page in the left-hand navigation menu.
2. Enter the Acct # / PCN in the search field and click the Search button.
   
3. The patient's information should appear on the patient list. Retrieve the last name and securely communicate it to the new users.