Managing Users and Facilities
VerifyTreatment makes it easy to keep your team organized and your location data accurate. Follow this guide to manage platform users, adjust notification settings, and maintain your facilities.
Access Requirement: To view or change user and facility settings, you must have an assigned role of Supervisor, Director, or System Administrator.
Step 1: Navigating to Settings- Log into your dashboard.
- Locate and click on Account Settings.
- From there, select either Facilities or Users depending on what you need to manage.
Keeping your team's access and alert preferences up to date ensures smooth internal communication.
- Under the Users section, locate the user you want to modify.
- Click on the blue link associated with their name.
- From here, you can view and manage additional user options, and customize and update their specific notification settings to control how and when they receive system alerts.
The Facility List acts as your central hub for ensuring your organization's legal and billing information is accurate. In the Facilities tab, you can:
- Add or Remove Locations: Expand your organization or clean up old locations as your business needs change.
- Maintain Business Types: Keep your facility's operational classification up to date.
- Verify Core Details: Double-check that critical identifiers — specifically your NPI (National Provider Identifier) and Tax ID details — are entirely accurate to prevent verification errors.