Welcome
 
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Click on these links for set-up instructions:

For Single Users with One Online Subscription
For Single Users with Multiple Online Subscriptions

For Administrators with Multiple Users with One Online Subscription
For Administrators with Multiple Users and Multiple Online Subscriptions


For Single Users

When you purchase additional products (i.e., CPTExpert.com, HCPCSExpert.com, or ICD9Expert.com), you can activate and easily manage them under a common login through User Administration. To access and make changes to this screen:

If you have purchased this product for yourself and have no other users associated with this account, you are responsible only for your own User Profile. Your login information and your account status can be reviewed at any time by clicking the toolbar icon shown below (located near the upper right-hand of the page):

ico_user


For Single Users with Multiple Online Subscriptions

You are the default administrator for your group. Your login information and your account status can be reviewed at any time by clicking the toolbar icon shown below:

1. Click the User Profile icon from the toolbar  ico_user

2. Click the Edit icon  ico_edit

3. Click the User Subscriptions tab  welcome_usersubs

4. Click the Add Subscriptions button  welcome_add

5. From the Add User Subscription screen, use the drop-down list in the Subscription field to select the Optum subscription to give to the user.

(Note: The list contains the number of purchased online subscriptions still available to you, including new subscriptions.)

6. Click the Save button.

For more information on adding an online subscription, click this link: Add Subscription.



welcome_addsubscription

If you have any questions about managing your online subscription, please click the Contact Us link at the bottom of each page or call Technical Support at 800-765-6797.


For Administrators with Multiple Users with One Online Subscription

You are the default administrator for your group. Your login information and your account status can be reviewed at any time by clicking the toolbar icon shown below (located near the upper right-hand of the page):

ico_user

User Administration gives you access to all users for your company. As the Administrator you are responsible for adding, editing and deleting users. You are also responsible for managing product logins for users and global user notes. You can manage your user's accounts by clicking the toolbar icon shown below:

ico_user_admin

Administrator Rights

The Administrator has certain rights that a regular user does not have. Only an Administrator can:
- Add users to the system. An Administrator can add users to the system by clicking the User Administration Button. From there, click the Add button and fill in the fields for the new user.
- Activate additional products for your group. Click this link to learn more: Add Subscription.
- Add global user notes that are viewable by all users in your group. Click this link to learn more: User Notes.
- Manage logins and passwords. The Edit icon ico_editto the right of the user in the User screen gives you access to each user.
- Determine preferences for any user. Click the User Preferences ico_edit tab from the Edit User screen to set default search criteria, code view/performance options, Medicare Carrier/Locality (EncoderPro.com Suite only), and more settings.

Setting up a New User

The Administrator must set up new users for the group. Follow the steps below to add a new user:

1. From the Toolbar, click the User Administration Button.  ico_user_admin

2. Click the Add button located at the top right of User List.  ico_user_admin

The Add User screen will appear.


ico_user_admin

3. Type in:

- The new user's full name in the Name field

- The new user's username in the Username field

- The new user's password in the Password field

- The new user's password again in the Verify Password field

(Note: The password can be changed by the user at any time.)

- The new user's e-mail address in the Email field

4. Use the drop-down list in the Status field to set the new user's status to Active.

5. Mark the checkbox that reads, "Give this user a subscription to <Product Name>."

6. Marking the checkbox that reads "Send a confirmation email containing user login information" is optional.

7. Click the Save button.

Note: Administrators of large accounts may want to create a naming convention such as (Clinic A - User 1, Clinic B - User 1, etc.).

At this point, you may instruct the new user on how to log in, or you may define the user's Preferences and/or Subscriptions.


For Administrators with Multiple Users and Multiple Online Subscriptions

When you purchase additional products (i.e., CPTExpert.com, HCPCSExpert.com, or ICD9Expert.com), you can simply login and assign access to your users through User Administration. This allows administrators of large accounts to manage a mix of products across the entire organization. To access and make changes to this screen:

1. Click the User Administration Button on the Toolbar.  ico_user_admin

2. Click the Edit icon  ico_edit

3. Click the User Subscriptions tab  welcome_usersubs

4. Click the Add Subscriptions button  welcome_add

5. From the Add User Subscription screen, use the drop-down list in the Subscription field

to select the Optum subscription to give to the user.

(Note: The list contains the number of purchased online subscriptions still available to you, including new

subscriptions.)

6. In the Type field set the user as an Administrator or Regular User.

7. In the Status field set the user's status to Active.

Note: Setting the user's status to Inactive disables their login.

8. Click the Save button.

welcome_addsubscription

If you have any questions about managing your online subscription, please click the Contact Us link at the bottom of each page or call Technical Support at 800-765-6797.
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