The User Management tool allows authorized team members to manage portal access and control specific permissions for each user within your practice.

How to Manage Users

If you have the necessary permissions, you can add, remove, or edit team members directly in the portal.

  • Permission Issues: If you are unable to view or edit users, please reach out to the Admin at your practice to update your access level.

  • Technical Support: If you encounter issues that your practice Admin cannot resolve, contact your Practice Success Manager (PSM) at PatientFi for further support.

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