This solution outlines the process of adding a new Provider Contact to an existing Provider Account.
1. In Dynamics, go to Accounts and open the record.
2. Navigate to the Provider portal and scroll down to the Provider Contacts section and verify the use has not already been added as a provider contact. Then, select to + New Position.
3. In the New Position form, fill out the following fields:
- Contact = Link the contact's record
- Program/Committee = Approved Certification Education
- Position Group = ACEP Management
- Position Title = ACEP Manager
4. Click Save and stay on the New Position record page. Next, go to Related and select Contact Roles from the drop-down.
5. Validate that the ACEP Manager contact role was auto-created for the newly added Provider Contact. (May take up to 30 seconds to sync)
Impersonate the user to validate access to the Provider Portal:
6. Follow these instructions to login as the customer: Impersonate Azure B2C User | Knowledge Base | Help Desk (ahima.org)
7. Once logged in as the user, scroll down to the Certified Education Providers section to validate the Access Provider Portal link is listed.
8. Ask the user to confirm access.
Reference Dynamics ACEP: Common Application Errors if the user encounters any difficulty accessing the Provider Portal.
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