Solution Onboarding
Patient Lookup
Facility and Provider Scorecard
Analytics
Care Coordination Tool
Quality
Get Your Health Record (GYHR)
Digital Health (RPM)
Security Official
Web Support
Frequently Asked Questions (FAQ)
Business Admin Tools
Hide navigation
Business Admin Tools
How to Use My Team - Business Admin Tools
User Roles
Add a new user account
Conflict of Interest
Conflict of Interest Administrator
Conflict of Interest Administrator How-to articles
Use the Config Panel
Create Approvers and Approver Groups
Use the Properties Tab
Create a New Questionnaire
Configure Questionnaire Details
Create Questions
Set up Auto Approval Logic
Use Skip Logic
Add an Attestation
Add and Manage Participants
Import and View Open Payments Data
Create Email Templates
Use Automatic Reminder Emails
Test a Questionnaire
Lock a Questionnaire for Launch
Send Email Templates
Unlock a Questionnaire
Convert Participant to a Paper Process
Run a COI Status Report
Run a COI Basic Report
Run a COI Custom Report
Run a COI Email Status Report
Update a Participants details
Conflict of Interest Administrator Troubleshooting articles
A linked image in an Email Template is not visible
Cannot select any Roles in my COI Reports
Unable to add a participant to a questionnaire - Duplicate details
What does this participant import error message mean?
Why can't my participants enter the questionnaire?
Conflict of Interest Participant
Conflict of Interest Participant How-to articles
Self-Register for a Questionnaire
Complete a Questionnaire
Conflict of Interest Participant Troubleshooting articles
Conflict of Interest Approver
Conflict of Interest Approver How-to articles
Approve Participants Manually
Approve Participants through Email
Create an Approval Discussion
Approve Participants through the Approver Dashboard
Using Approved with Conditions
Create a Remediation Plan
Conflict of Interest Approver Troubleshooting articles
Entity Manager
Entity Manager How-to articles
Entity Manager Add New Entity
Entity Manager View and Edit Entity
Entity Manager Add Entity Charts
Entity Manager Upload Documents
Entity Manager Create and Send PDF
Entity Manager Historical List
Entity Manager Delete Entity
Entity Manager Permissions by Entity
Entity Manager Restrict Access By Entity
Entity Manager Troubleshooting articles
ProTime
ProTime Administrator
ProTime Administrator How-to articles
Create an Approval Workflow Group
Create a Provider
Edit a Provider Profile
Add a Provider's Contract
Edit a Provider's Contract
Create a Delegate
Configure Email Alerts
Review Provider Timesheets
Run a Custom Report
Edit an Approval Workflow Group
Reset a Provider's Password
End a contract early
Send a reminder email to an approver
ProTime Administrator Troubleshooting articles
The approver deleted their email with the approval link in
ProTime Approver
ProTime Approver How-to articles
Approve or Decline Timesheets
ProTime Approver Troubleshooting articles
ProTime Provider
ProTime Provider How-to articles
Add the website to your Smartphone
Edit Your Profile or Create a Delegate
Configure Your Timesheets
Submit Your Timesheet for Approval
Review Archived Timesheets
Add time for a previous term of a contract
ProTime Provider Troubleshooting articles
Non Monetary Compensation Tracker
Non Monetary Comp How-to articles
PNMC Tracker Getting Started
PNMC Tracker Add Entity
PNMC Tracker Product Settings
PNMC Tracker Email Alert Settings
PNMC Tracker Add a Physician
PNMC Tracker Add Submitter
PNMC Tracker Add Record File Import
PNMC Tracker Compensation Reports
PNMC Tracker View Chart Data
Non Monetary Comp Troubleshooting articles
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ProTime Approver Troubleshooting articles
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