Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Contact Us
  • Log in
  • Home
  • ClientTrack
  • ClientTrack Admin Guide

Managing an Organization’s Access to Providers

Provider Administration

Written by April Lockett

Updated at September 21st, 2023

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • ClientTrack
    ClientTrack Admin Guide HMIS Refugee Resettlement Co-Responder Reports Configuration Guides Design Rights Training Resources
+ More

Provider access can be controlled on a Provider-by-Provider basis using the Accessing Organizations field as explained in the previous section. Mass changes to an Organization’s Provider access are better managed through the following process.

Navigation

An Organization’s access to a Provider can be found by going to the Home Workspace, Global Administration Menu Group, expanding the Provider Administration Menu Option, and selecting Provider Access.

  • Select the Security Organization the user wants to manage the access for. This form defaults to the Organization the user is currently logged in to.
  • If necessary, use the filters to locate the Provider(s).
  • Check or uncheck the Visible check-box next to the Provider to give or remove access for the selected Security Organization.
  • Save your changes using the Save button at the bottom of the form.
provider access organizational management

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • Client Security Model Basics
  • Adding a New Evaluation Code
  • Client Record Security
  • Organization Access to Programs
ecco_hzt_RGB - amber_white_white, tagline
2150 W. Parkway Blvd, Suite A-101
Salt Lake City, UT 84119
Facebook-f Twitter Linkedin Instagram Youtube
© 2023 All Rights Reserved

Features

  • Reporting & Analytics
  • Case Management
  • Design Tools
  • Custom Workflows

Solutions

  • Homeless Management
  • Victim Services Providers
  • Refugee Resettlement
  • Food and Nutrition
  • Care Coordination
  • Whole Person Care

System

  • System Status and Maintenance

About Us

  • Eccovia's Story
  • Careers
  • Our Leadership

Social

  • Blog
  • Contact Us
  • News
  • Schedule Demo

Subscribe To Our Newsletter


Knowledge Base Software powered by Helpjuice

Expand