Connect to CMS
Your Provider Portal account gives you the ability to log into any Client Management System (CMS) where you have an active account. Once you have connected your account to a CMS data can be synced from that CMS to the Provider Portal.
There are two ways you can connect your account. The first we call "auto connect" and the second "manual connect".
Auto Connect your CMS Account
Assuming your email address on the Provider Portal is the same email address on the CMS you wish to connect all you need to do is click the "Log in with Provider Portal" button on the login form of the CMS. Upon your first time logging in this way an automatic connect is made between the two systems.
Manually connecting your account
If your email address doesn't match, then you have to connect your accounts manually.
- Log in to CMS as you always have
- Click "My Account" from the top right menu
- Find and click the tab named "Connected Accounts"
- Click the "Connect with Provider Portal" button
From here you will be redirected to the Provider Portal where you will log in and follow the prompts to connect the two accounts.
What's next?
Once you have connected the two accounts you can sync (or import) your clients from CMS to the Provider Portal. You do this from inside the Provider Portal.