How to Add a Provider and Send an Invitation

This guide outlines the process of adding new Provider’s to your staff list and inviting them to the branch so they can access the program.

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Step 1: Create a Provider

1. Go to Branch App.

2. Select Staff tab.

3. Click Add (+) and select Provider.

4. Add required Demographics information:

• First Name
• Last Name
• Email Address

Fill Optional fields to complete Provider profile:
– Profile picture
– Contact information (phone number, address, etc.)
– Provider signature (for eSigning) This can be added later by the provider via My Account.
– See How to Add a Staff Signature for more details.
– eClaims login credentials

5. Click Next.

6. Add Provider’s professional credentials:

• Specialty
• Registration Number

Fill Optional fields now or later:
– eClaims Provider ID
– WSIB Provider ID
– HCAI Number (via HCAI Sync)

7. Click Next.

8. Create a Provider schedule now or later:

• Connect now using Click to add calendar.
• Or configure later by referring to Calendar Setup Guide.

9. Click Create.

10. Provider is now added to staff list.

You can return and update the Provider’s profile at any time by clicking on their name on the Staff List.

Step 2: Invite the Provider

11. Go to Users App.

12. Click Add (+) and select Staff member.

13. Verify email address is entered correctly.

14. Select a Permission Level (e.g., Provider).

15. (Optional) Add a message to invitation email.

16. Click Send.

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What Happens Next

– The staff member will receive an email invitation.
– Upon accepting the invitation, they will be prompted to create a password.
– Their email address will serve as their username.
– Once setup is complete, they will be able to log in and access the branch with the permissions assigned during the invitation process.