Role designations give users different abilities within the Provider Portal. There are Practice Admins and Provider Roles. User role designation can be viewed in the Profile Control Panel.
Users can have both Practice Admin permission and Provider permission. A Practice Admin, without Provider permission, will not be able to place orders for themselves or others. The first Practice Admin created with an individual NPI will automatically have both Practice Admin and Provider permission.
Practice Admin
Can use organizational or individual NPI
The first account created for a practice with an individual (Type 1) NPI will automatically receive both Practice Admin and Provider permissions. Additional Practice Admins may be assigned by the first Practice Admin.
Practice Admins can access patients, orders, and associated test reports across all providers within the same Clinic-type practice.
Practice Admins can also manage practice members and modify practice-wide settings, including addresses, defaults, notifications, favorites, and other preferences within the Settings & Preferences page.
To place orders, Practice Admins must also have Provider permission and an individual (Type 1) NPI linked to their account. Users with an organizational (Type 2) NPI can have Practice Admin permission without Provider permission.
Provider accounts
Individual NPI required to place orders
Users assigned the Provider role can view patients, orders, and associated test reports across all providers within the same Clinic-type practice. The Provider role does not restrict access to only the provider’s own patients or orders.
Providers can view practice-level settings but generally cannot modify them. Practice-wide settings are managed by users with the Practice Admin role.
Note: A user must have Provider permission and an individual (Type 1) NPI to place orders.
Learn More About Adding Providers to Your Practice
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