LMS - Inviting new Practice accounts

This walkthrough will show you how to quickly create a new Practice account and invite them to use the Portal to track cases, track and pay invoices, etc. 

First, from the LMS LaunchPad go to Order Management 

Then if you navigate to Finance>Accounts, scroll up and click Create New near the top of that page 

After entering the Account Name and Description (should we expand on this?), scroll down and save

After saving, you will have to enter the email, phone number, and physical address of this new customer

You will then choose a Route, and will need to validate the Postal Code by clicking on that box

Once the Address Type, Route, etc. is saved it should look like this with the summary underneath. Then scroll down and click Save

Next, go to the Doctors tab to the right, and if this is a new Doctor (not already active at another office), you can click here to add them

After entering the Doctor name, then browse to the next tab to the right, EasyRx Account. You will then just need to click on the bubbles next to the contact info to assign the default contacts.

You can edit the invite email that gets sent to the customer (if you would like to personalize the message with their name, etc.)

This is an example of the invite email that the customer will receive, allowing them to login to the customer portal to track their cases & invoices. Remember that you can customize the message.

If there are any questions that the SME in your office does not have the answer for, please reach out to NDX Support at 833-299-0696

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