My Account

Note: eSignature password management moved to the My Account > Profile page with portal version 5.1.2. In portal versions 5.1.2 and later, eSignature is available to a user only if the user is configured as a physician in the application. 

Help Topics on This Page

- View and Update My Account Profile
Create eSignature Password (portal versions 5.1.2 and later)
Reset eSignature Password (portal versions 5.1.2 and later)

View and Update My Account Profile 

Complete the following steps to view and update your account profile:

  1. From the menu bar, select My Account > Profile to open the My Account page and view your profile. Some values can be updated. 
  2. If you want to update the profile, enter changes and select Save, or select Reset to cancel.  

Note the following points about the account profile:

  • Email Address is required.
  • Mobile Carrier and Mobile Phone Number are for the Notifications feature. If valued, from the menu bar, select My Account > Manage Notifications to update.  

Create eSignature Password (portal versions 5.1.2 and later)

With an eSignature password, you 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 in the practice, the eSignature Password section is displayed below the Profile section. 
  2. In the Password element, 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 element, reenter your password.
  4. Select Save. The system displays a confirmation dialog box.
  5. Select OK. 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.

Reset eSignature Password (portal versions 5.1.2 and later)

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

  1. From the menu bar, select My Account > Profile to open the My Account page.
  2. In the Password element, 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 element, reenter your password.
  4. Select Save. The system displays a confirmation dialog box.
  5. Select OK. Expiration Date is determined using a preconfigured value for user password expiration (for example, 120 days).
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