Provider Portal Training Materials
In addition to the guides and videos below, we also created a frequently asked questions webpage to address the most common issues our Provider Customer Service team has been receiving.
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Basic Navigation
An overview of the features and functions of the updated provider portal.
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Provider Portal Emails
See portal improvements you may have missed.
July 2023
Where to Submit Information Using the Provider Portal
January 2023
Provider Portal Features Added in 2022 – See What You Missed!
July 2022
Make Patient Management Simpler Through Our Secure Portal
June 2022
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New User Registration
The steps to register new users and retrieve a forgotten username.
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Login and Settings
The steps for logging in and changing settings.
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Consolidating Existing Accounts
The steps to consolidate existing accounts.
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Existing User Moving Over the First Account
An overview of the account migration process for our portal users who are setting up their first account.
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Registering Additional Tax IDs
The steps to help users registered in the old version of the provider portal and retrieve a forgotten username.
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Forgot Username
The steps to recover a forgotten username.
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Forgot Password
The steps to reset a forgotten password.
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Create Portal User
The steps for creating a portal user.
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Manage Users Account
An overview of how to find and edit a user’s information, user type, password, provider affiliation, etc.
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Provider Portal Emails
See reminders to remove users who left your organization and new reasons to give more staff portal accounts.
June 2025
Time to Review Your Provider Portal Users
December 2024
Time to Review Your Provider Portal Users
March 2024
Time to Review Your Provider Portal Users
December 2023
Time to Review Your Provider Portal Users
September 2023
Time to Review Your Provider Portal Users
June 2023
Time to Review Your Provider Portal Users
December 2022
Provider Portal: Time To Review Your Provider Portal Users
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Search and View Documents
The steps for searching and viewing available documents.
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Export Report
The steps for exporting reports that appear in the documents tab.
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Search and View Messages
The steps for searching for and viewing messages in the Message Center.
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Create Message - Specific Transaction
The steps to create a message about a specific transaction in the Message Center.
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Create Message – General Topic
The steps to create a generic message in the Message Center.
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Provider Portal Emails
See tips for finding and using the Message Center.
April 2023
May 2023
When to use the Message Center?
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Create Inpatient and Outpatient Preauthorization Request
The steps to create inpatient and outpatient preauthorization requests.
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Modify a Preauthorization Request
Steps to request changes to a submitted preauthorization request.
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Preauthorization Check Tool
The steps to perform a preauthorization check to see if a preauthorization is required for a member for the selected diagnosis and procedure code.
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Preauthorization Concurrent Review Status Report
The steps to generate the Concurrent Review Status Report.
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Preauthorization Home Health Status Report
The steps to generate the Home Health Status Report.
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Search and View Preauthorization
The steps to search for and view a previously created preauthorization.
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Provider Portal Emails
See enhancements to our preauthorization requests to get you determinations faster.
April 2024
Fax Lines To Be Disconnected May 1, 2024
August 2023
Provider Portal Enhancements for Surgeons
Provider Portal Enhancements for Vein Clinics
Provider Portal Enhancements for Sleep Centers
June 2023
Provider Portal Enhancements for Inpatient Facilities
Provider Portal Enhancements for Home Care Agencies
Provider Portal Enhancements for Ambulance Companies
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Update Provider Profile and Upload Documents
An overview of how users with the administrator/office manager role can request updates to a provider's profile in the provider portal.
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Search & View Provider Profile
An overview of how to search for a provider and view their profile.
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Claims - Search for an Explanation of Payments (EOP)
An overview of how to search for an Explanation of Payment (EOP).
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Claims – View Status, Submit Documents & Inquiries, and Create Custom Reports
See how to find a claim’s status, details, and Explanation of Payment, submit documents, inquiries, and grievances, and how to create custom claims reports.
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Provider Portal Emails
See tips for finding claims information and addressing claims issues.
August 2023
Provider Portal: Addressing Denied Claims
September 2022
Billing Specialists: Need Explanations of Payments (EOPs)? Find Them on Our Provider Portal
August2022
Billing Specialists: Use Our Portal to Simplify Accounts Receivables for EmblemHealth Members
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Emergent Inpatient Admission Notifications
The steps to create an emergent inpatient admission notification.
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PCP Member Panel
The steps to generate the PCP Member Panel Report.
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Member Management – Eligibility
The steps to look up a member’s eligibility.
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Care Plans
Steps to view a Care Plan,send a message to the Care Team, and print or save a copy.
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Provider Portal Emails
See tips for managing your members.
October 2022
Provider Portal: New Way to See If a Provider Is In-Network for a Member
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Create Referrals using Member ID or Name
The steps to create a referral.
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Search Referrals by Member ID or Name
The steps to search for a referral.
