My Account

Release Considerations

Push Code Authentication functionality is available with Provider Portal 5.2.0 and later releases.


Account Help

- Update Account Profile (Provider Portal 5.2.0 and later releases) 
Update Account Profile (Provider Portal 5.1.2)
Create eSignature Password
Reset eSignature Password

Update Account Profile (Provider Portal 5.2.0 and later releases)

Complete the following steps to update your account profile:

  1. From the menu bar, select My Account > Profile. The My Account page opens and your profile is displayed. You can update certain elements and other elements are read only. Required elements have an asterisk (*). If the following (or similar) message is displayed, Push Code Authentication functionality is enabled:  See Push Code Authentication for more information.

  2. If you want to update your primary mobile device information, you can select a carrier from the Primary Mobile Carrier list. Then, enter a phone number in the Primary Mobile Phone box (digits only, beginning with area code). If you select a carrier, a phone number is required and vice versa.

    Note:
    If you are subscribed to receive physician notifications, Primary Mobile Carrier and Primary Mobile Phone are required. Changes made to these elements in your profile are automatically applied to your notifications setup (My Account > Manage Notifications) and vice versa. Also, if Push Code Authentication functionality is on and your organization allows authentication code delivery by SMS text only, Primary Mobile Carrier and Primary Mobile Phone are required.
     
  3. If you want to update your secondary mobile device information, you can select a carrier from the Secondary Mobile Carrier list. Then, enter a phone number in the Secondary Mobile Phone box (digits only, beginning with area code). If you select a carrier, a phone number is required and vice versa.

    Note: If Push Code Authentication functionality is on, you can use your secondary mobile device to receive an authentication code through SMS text to access the portal.

  4. If you want to update your primary email address, you can enter a new email address in the Primary Email Address box. A valid noncommunity email address is required for security reasons.

    Note: Primary Email Address is required. It is the email address that is used to notify you of account activity, such as a password reset. If Push Code Authentication functionality is on, your organization may allow you to use your primary email address to receive an authentication code through email to access the portal. 

  5. Enter your primary email address in the Confirm Primary Email box. This step is required before you can save any profile changes.  
  6. If you want to update your secondary email address, you can enter a new email address in the Secondary Email Address box. A valid noncommunity email address is required for security reasons. 

    Note: If Push Code Authentication functionality is on, your organization may allow you to use your secondary email address to receive an authentication code through email to access the portal.

  7. If Secondary Email Address is valued, reenter your secondary email address in the Confirm Secondary Email box. This step is required before you can save any profile changes.
  8. If you want to update your telephone number, you can enter a telephone number in the Telephone box (digits only, beginning with area code).

    Note: Telephone is not used with Push Code Authentication functionality.

  9. If you want to update your telephone number extension, you can enter an extension in the Extension box. 

    Note: Extension is not used with Push Code Authentication functionality. 

  10. If Push Code Authentication functionality is on and you updated any related elements, select the user-agreement check box. This confirms your agreement to use the email address or mobile device information provided to receive an authentication code to access the portal. This step is required before you can save any push code authentication-related profile changes.  
  11. Select Save to save your profile changes. A confirmation message box is displayed.
  12. Select OK to close the message box.    

Update Account Profile (Provider Portal 5.1.2) 

Complete the following steps to update your account profile:

  1. From the menu bar, select My Account > Profile. The My Account page opens and your profile is displayed. You can update certain elements and other elements are read only. Required elements have an asterisk (*).

    Note: The mobile device information is for the enhanced Physician Notifications feature. This information cannot be updated from your profile. If mobile device information is valued and you want to change it, you can select My Account > Manage Notifications to update the information.

  2. If you want to update your telephone number, you can enter a telephone number in the Telephone Number box (digits only, beginning with area code).
  3. If you want to update your telephone number extension, you can enter an extension in the Phone Extension box.
  4. If you want to update your email address, you can enter a new email address in the Email Address box. A valid noncommunity email address is required for security reasons.

    Note: Email address is required. Email address is used to notify you of account activity, such as a password reset.

  5. Enter your email address in the Confirm Email Address box. This step is required before you can save any profile changes.
  6. Select Save to save your profile changes. A confirmation message box is displayed.
  7. Select OK to close the message box.

Create eSignature Password

With an eSignature password, users who are configured in the portal as physicians can electronically sign orders in the application. Complete the following steps to create an eSignature password:

  1. From the menu bar, select My Account > Profile. The My Account page opens. If your user is configured correctly as a physician for the practice, the eSignature Password section is displayed in addition to the Profile section. 
  2. Under eSignature Password, in the Password box, enter a password (to sign orders). Your password must satisfy the criteria defined in the system. If it does not, a message is displayed containing password requirements. Once your password is accepted, go to the next step.
  3. In the Confirm Password box, reenter your password.
  4. Select Save. The system displays a confirmation message box.
  5. Select OK to close the message box. Note: The password expiration date is determined using a preconfigured value for user password expiration (for example, 120 days).

Note: An eSignature password must be set for each of your assigned practices. eSignature is available only to users who are configured as physicians in the application. 

Reset eSignature Password

Complete the following steps to reset a forgotten or expired eSignature password: 

  1. From the menu bar, select My Account > Profile. The My Account page opens. If your user is configured correctly as a physician for the practice, the eSignature Password section is displayed in addition to the Profile section.
  2. Under eSignature Password, in the Password box, enter a new password (to sign orders). Your password must satisfy the criteria defined in the system. If it does not, a message is displayed containing password requirements. Once your password is accepted, go to the next step.
  3. In the Confirm Password box, reenter your password.
  4. Select Save. The system displays a confirmation message box.
  5. Select OK to close the message box. Note: The password expiration date is determined using a preconfigured value for user password expiration (for example, 120 days).
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