Employer/Referral Users

With the Employer/Referral Users function, you can add employers and referring providers that you want to be able to access CGM PRACTICE PORTAL through your website and you can also control which functions they can use.

Upon accessing this function, the Employer/Referral Users summary screen displays containing basic information for all of the employers and referral users that you have given CGM PRACTICE PORTAL access to. This information includes the individual's CGM PRACTICE PORTAL User Name; the individual's full Name; the User Type - Employer (EMP) or Referral (REF); the user's Affiliation, meaning the Employer or Referral account that they are an authorized CGM PRACTICE PORTAL user under; whether or not the user is Active; and the date and time of the user's Last Login.

You can click any of the column headers to sort the data. To access the details for a user, click anywhere on the row containing the user's information. Click New Employer User or New Referral User in the Action Column to access blank fields to complete for the employer or referral that you want to add.

If you select an Employer user, the screen opens containing the employer fields.

If you select a Referral user, the screen opens containing the referral fields.

Data Field Information