Manage Users

The Manage Users page in Claim.MD enables administrators to create, delete, and manage user access and permissions. This ensures that only authorized individuals can access sensitive information and perform critical tasks. Access to this page is restricted to administrators only.

User Types

• Administrator: Has full control over user management, settings, and system features. Only administrators can configure SFTP/API setups.
• Standard: Access can be limited to specific features, but users can view all provider data within their permitted features.
• Eligibility Only: Restricted to eligibility access for a single provider, with no visibility into eligibility history.
• Accounting/Invoices: Limited to the View/Pay Invoices page.

Adding a New User

1. Click the Manage Users button on the left-hand navigation bar.
2. Select the appropriate User Type from the dropdown menu. A description of each type will be displayed.
3. Click Add User.

Entering User Details

Provide the user’s contact information, including:

• Full Name (Avoid generic names like "Office Staff")
• Email
• Phone Number
• Address
• Fax Number (If applicable for faxing claims or appeals)

Configuring User Privileges

Click Add New to send the user an email for account setup. The email link is valid for three days.

Removing Users

1. Select the user from the User List.
2. Click the red Delete button at the bottom.
3. Confirm the action by clicking OK.