How to Change Your Default Provider

How to Change Your Default Provider

System Admins or a provider with full admin access can edit provider user account information and permissions as roles change within your practice.

1. Hover over the User Name on the top right corner and click on Update Info. The Update Info page opens. 

2. Click Provider > Provider Details . Select the Provider Name from teh top drop-down menu for whom you wish to change the default provider.

A Provider logged in using his or her username and password doesn't need to select any provider from the drop-down, if they wish to change their own default provider.

3. Scroll down to the section "Default Provider ". From the drop-down, click to select a provider as your default provider.

4. Once finished, scroll down and click "Update " to save the details.

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