15.1.1. VCP Setup - New Account

VCP - Invite Client to Portal.

If the volume client does not already exist in the system, follow the steps for creating a volume client here: Volume Clients.

1. Search for the volume client's profile using Quick Search.
2. Select the VCP tab.
3. Click Invite to Volume Client Portal.
4. Enter the client's email and send the invitation.

Volume Client - Accept Invitation.

1. The volume client will receive an email invitation. The will follow the email prompts to create their account.
2. If the system recognizes a previous account, it will ask if they want to create a New Account or Connect Account.
3. If they are not using a Portal account with another clinic, they should click New Account.
4. If the organization already uses the Volume Client Portal with another clinic, they should follow the Connect Account instructions in the invitation.

#_ The client will enter the requested information.

1. The client will create a password. The password must be at least eight characters long and include at least one non alphanumeric symbol.