Inovalon - How to Add and Manage Users on Claims Management Pro
- Dylan Nigh
By default, Inovalon typically will add one user for the office on Claims Management Pro, using the email address you supplied when signing up for Inovalon. However, you can add additional users. This article will demonstrate how to add a new user on Inovalon’s Claims Management Pro.
How to find your Users
When you first navigate to https://providercloud.inovalon.com/, but before you click on the “Launch Claims Management Pro” link, you can click the “Configuration” drop down in the upper right hand corner. This will reveal a drop down, where you can then click “Manage Users” to review your user list.
When you review your user list, you will note that there are several MacPractice staff added to your account. This is our solution with Inovalon to allow our team access to provide support services to your offices. If removed, our team will no longer have access to directly review your claims should there be any issues. Please keep this in mind.
The user list will indicate the user’s status and their last login.
If a user has a Status of “Pending”, it means this user has not clicked the link in an email that was sent from Customer.Support@inovalon.com that will set up a password and activate the user. If you haven’t received this email, you can use the drop down arrow at the right hand side of a user to resend their invitation.
A status of “Active” indicates the user has set up their password. If you ever need to deactivate a user, you can use the same drop down arrow as shown above.
Adding Users
To add a user to your users list, simply click the “Add Users” button.
Clicking Add Users will take you to a screen where you can add the name and email address for your user, and set permissions for this user.
Fill out the Email and Name, and then under “Inovalon ONE Provider Platform Services”, we recommend at minimum you check “Claims Management Pro”.
Under “Administrative Permissions”, you’ll want to determine how much access to grant the new user. By checking “System Admin”, you’re granting full permissions to do anything in the account (amounting to checking all other boxes) so be sparing when selecting that level of permission. Review the options and check the access boxes to suit your needs, then click Save.
Once saved, the email address you indicated should receive a message from Customer.Support@inovalon.com to set up the user account. If not, you can resend the invitation in the user list.