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Training guide to enable Rcopia Admin users to add Providers or Non-Clinical Staff. This does not enable Admins to change number of licenses. Only allows to add or remove Users to their Practice.

\uD83D\uDCD8 Instructions

  • Select the MENU icon at the top-left corner and click Utilities.

  • Select Members Area.

  • Select Account Management

  • Select the practice you want to update account information

  • Click User Summary

  • Select the User by clicking on their name (blue hyperlink). This will redirect you to their User Summary page.

How to Register Users:

  1. Go to Account Management - User Summary

  2. Under Register New User select Staff and click [ADD]

  3. Complete the fields marked with an asterisk (*) and click [SUBMIT]

How to Register Providers:

  1. Go to Account Management - User Summary

  2. Under Register New User select Physician and click [ADD]

  3. To begin enter the Provider’s NPI. This is required to begin adding any provider.

  4. Complete the fields marked with an asterisk (*) and click [SUBMIT]

If your organization has utilized the maximum allowed licenses for providers, please contact Sunwave Support at support@sunwavehealth.com

How to Manage User Locations:

  1. Click the Manage User's Location button.

  2. On the next screen, you will see the list of practice locations attached to this user. Follow the directions outlined below to either:

    1. Note:  If the provider has multiple DEA's, select the appropriate DEA from the State License dropdown for the location.

Remove a location:

Uncheck the box next to the location you want to remove, then click the Submit Changes button.

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