This article provides step by step instructions on what is needed in order to add a new Implementing Partner into the CarePortal interface. We are working to improve this process so please follow this article so that you can receive notifications when we make any updates to the process.
CarePortal Staff: Area Directors
IP Essential Reading, Terms of Service, and Financial Agreement
Prior to any new IP getting added to the system, we need to ensure that their IP Admin (or whoever is approving the CarePortal partnership) has taken the time to read our IP Essential Reading document and CarePortal's Terms of Service. You can find links to each document below:
Once they have read both the Essential Reading document and CarePortal's Terms of Service, they will need to indicate they have done so when they fill out and sign the Financial Agreement. You can find the link to print off the Financial Agreement below:
After the Financial Agreement has been signed, please scan the agreement and email it to firstname.lastname@example.org
Regional Manager and/or Ambassador Onboarding
Each new IP is responsible for assigning a Regional Manager and/or Ambassador. If it is the first IP in a region, they MUST provide a Regional Manager as well as an Ambassador. These roles can be played by the same person, but both roles need to be filled. If it is a secondary IP in a region, only an Ambassador is necessary.
GMS will need to add these new users. To notify them, please fill out this onboarding form:
New Regional Manager/Ambassador Onboarding Form
Once an email has been created for your new hire and they have been entered into the system, GMS will follow up and copy the Area Director for next steps, including how to log in to the system and training.