Creating and Closing Provider Accounts

Anyone with Supervisor access to pMD can create and close Provider accounts by following the instructions below:


Creating a Provider Account

1. After logging into your Supervisor account at www.pmd.com, click on your organization’s name in the home screen, then go to the "Admin" tab
2. Click on "Users" in the sub-header
3. Click on "Create New User"
4. Select the role of the new user under the drop-down menu (User access is described next to each selected Role) - in this case, "Provider"
5. Fill in the provider’s NPI details, which will then populate user details automatically. A username will be auto-generated. (In the case that it is already taken, add a unique identifier such as "jsmith2")
6. Click "Save"
7. Instructions on how to download and log into pMD along with confirmed training time will be sent to the provider, pMD trainer, and yourself

Closing a Provider Account

1. After logging into your Supervisor account at www.pmd.com and clicking on your organization’s header name in the home screen, go to the "Admin" tab
2. Click on "Users" in the sub-header
   
   

1. Click on the name of the user
2. You will then see the options to Lock or Delete their account:

Locking the account will:

• Revoke their access to pMD
• Allow you to continue working their unbilled charges (draft charges will be sent to approved)
• The user account will remain active for invoicing

Deleting the account will:

• Revoke their access to pMD
• Mark unbilled charges as billed (still available in reports)
• Close the user account effective immediately

Last modified: April 2, 2021