Set up permissions | Set up your practice group's organization profile
Set up permissions
Providers or staff members must set up permissions to use RecordSync.
- Select Account > Staff Permissions > Providers or Staff tab.
- Select View.
The permissions window opens.
- Select Edit Permissions.
- Select the Access RecordSync checkbox and then select Save Permissions.
Set up your practice group's organization profile
You need to set up your practice group's organization profile to use RecordSync.
This setting applies to a practice group, not an individual provider.
- Select Account > Organization Profile.
The text boxes automatically pull in information from the following sources:
- Organization name: Account > Account Settings > Medical Billing > Practice Official Name
- Phone number and address: Account > Offices
Organization NPI
This number is important for RecordSync and is required. When available, it will automatically pre-fill with your Billing NPI. If not, you’ll need to enter it manually. The system will validate the number to ensure it's active and valid.
Keeping this information up to date ensures that Surescripts has the correct address and Organization NPI on file.
- Select Save.
