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Click Manage Provider Agent Assignments.
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Agents may be managed at the provider or staff (agent) level.
Provider level management: Enter the name of the provider needing agents in the User to Manage field. Authorized Agents display on the left and Available Staff display on the right.
Clicking Authorize moves the user to the Authorized Agents list.
Clicking Authorize All moves all users to the Authorized Agents list.
Clicking Revoke moves the user to the Available Staff list.
Clicking Revoke All moves all users to the Available Staff list.
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Agent level management: Enter the name of the staff member who will be assigned as a Provider Agent in the User to Manage field. Authorized Agents display on the left and Available Providers display on the right.
Clicking Authorize moves the user to the Authorized Providers list.
Clicking Authorize All moves all users to the Authorized Providers list.
Clicking Revoke moves the user to the Available Providers list.
Clicking Revoke All moves all users to the Available Providers list.
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Once selections are made, click Approve Changes.
Note: Admins must check the box labeled I affirm that I am an authorized representative of this practice with authority to configure Provider Agents, then click Approve Changes.
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Important Information
Only providers and Rcopia admins can authorize or revoke provider agent privileges