Overview
Store your Clearinghouse, Payer portal, and Other External Systems login details in the Credentials tab for quick access. Saved credentials will appear in the Claim Details when viewing claims in the Aging module, making it easier to check portal access and manage claim statuses efficiently.
Add Credentials
1. Select 'Add Credential.'
2. Configure the following fields:
- Nickname: Enter the login nickname.
- Website: This field will be pre-populated if there is a website associated with the Clearinghouse, Other External System, or Payer.
- Username
- Password
- Visibility: If you do not want other OneSpot users to access, view, or update this credential, select 'Private (Only Me).'
- Status: The default status will be 'Active' but can be updated as needed once the credential is saved.
3. Optional: Enter 'Sign On Instructions.' Sign on instructions can include any information that will help you gain access to this website. It might include security questions and answers or two-factor authentication details.
4. Select 'Save.'
You can edit saved credentials at any time. Any changes will be recorded in the History Tab for easy tracking.