Welcome to the Navigating My Preferences training video!

My Preferences is accessible from every page of the portal where the username of the person who is logged in displays.

Users are presented with the following options:

• My Preferences, which is where users can view and update information related to their secure web portal account.

• Sign Out, which ends the session and logs the user out of the portal.

• Or, Request New Provider Affiliation, which is covered in the Creating a New Account training module.

The information displayed in My Preferences is what the user entered when first creating their web portal account. Please note that making updates requires users to re-authenticate by confirming their username and password. This is to ensure the security of the account. Once that is complete, the user will see a message confirming their changes have been made.

The first thing users see is their username, which displays for informational purposes and cannot be changed.

The user’s name and phone number associated with the account can be updated.

Mailing address displays but cannot be updated. Only contract or location administrators have access to update their practice or location address via the My Practice area in the portal. More information about this is available in the My Practice training module.

The email address for the user’s web portal account can be updated. The selected email address is where basic information related to the user’s account will be sent. For example, when using the Forgot Password or Forgot Username tools, that information will be sent to the selected email address.

The Offices option contains a list of provider locations to which the user’s account is affiliated. The user may select one of these as a default location for when they log in to the portal. In other words, whatever location is selected here will be the location with which the user is logged in every time they sign in to the portal.

My Preferences also enables users to update their security questions or change their password.

When updating security questions, users can revise the three questions and answers they set up when first creating their account. The menus allow users to choose from a selection of questions. Please note that three different questions must be chosen and responses must each be a minimum of three characters.

Change Password allows the user to update their password at any time.

Once the password is updated, a confirmation message will display and the user is prompted to enter their new credentials to log in again.

Please note that for security purposes, users are prompted to update their password every 90 days.