Configuring Provider Direct

important notice starting july 2025 , the health connect and provider direct mobile apps will no longer be supported users are encouraged to transition to the web versions for continued access key details a persistent deprecation notice will appear on every app launch, informing users of the transition the web versions are optimised for all devices, offering enhanced features, better security, and a seamless user experience during the transition period, users can still access app features after acknowledging the notice post deprecation, the app will display a message directing users to the web version, with a customer friendly link (e g , "health connect" or "provider direct") to the web portal action required users should begin transitioning to the web version to ensure uninterrupted access to their accounts overview & requirements this article is intended for administrators of profile it will cover the configuration process of provider direct provider direct can be configured once intrahealth has licensed provider direct for your clinic requirements app updates users must update the app to the latest version from the app store to ensure compatibility and access to the latest features portal installation ensure that portals are correctly installed within the profile build ensure that web servers are correctly configured ensure all rules specified in the technical installation guide is configured correctly please reach out to support if you have any questions regarding this step version compatibility version 9 and above supports the portals (provider portal) version 10 1 and above supports the rebranded portals (provider direct) version alignment profile version 9 grants access to version 9 of portals profile version 10 0 2 grants access to version 10 0 2 of portals note any profile field names or views that reference "profile provider portal" pertain to and support the functionality of the provider direct portal likewise, any mention of aero provider (in the video below) refers to provider direct details provider direct preferences once intrahealth has licensed provider direct for your practice, it can be configured by navigating to organisation/preferences/setup/profile provider portal the profile provider portal preferences view will appear setup the first tab is setup the url that would be added in the provider login url textbox can be configured hosted customers will follow a standard format provided by the intrahealth team, with the suffix, "/providerdirect" added at the end of the standard format url self hosted customers should contact intrahealth for instructions on additional configuration requirements ensure there is a checkmark in the checkbox next to enable profile provider portal there is a default profile set up that has all the permissions for a provider turned on however, these permissions can be customized by the practice to dictate the access and/or the ability to make changes double click the default profile in the onthego profiles table to access the permissions note additional onthego profiles can be created by left clicking in the onthego profiles table toolbar so that different providers can be granted different permissions left click in the value field for the property and enter the modifications some categories have both an enable property and a write property as an example, providers can see care plans for patients but not make changes if the enable value is yes, but the write value is no a description of the preference selected is visible in the bottom panel text the text tab allows for text to be added or modified for various areas in provider direct, where instructions or help will display to edit this area, double click the item and enter or modify the text in the free text area in the window custom texts the customs texts tab allows the creation of text customized to your practice the existing options terms and conditions and privacy statement can be written by double clicking the option and entering the text in the free text area of the edit information window pictures the pictures tab allows a custom webpage header to be created use the header and subheader fields to enter text, customize the background and font colours to match the image and images to display in the header security the security tab allows password and security question options to be chosen, as well as login settings to be configured the require acceptance of terms and conditions checkbox will require providers to accept the terms and conditions as defined in the custom texts tab upon the first login accessing photos in order to access photos taken with the send photo to profile functionality in provider direct, the role action special\shared files needs to be granted to the providers provider access to provider direct provider access to provider direct is controlled in organisation/people & places/internet for the specific provider check the allow provider portal access checkbox to enable the provider to log in to provider direct use the onthego profile dropdown list to select the appropriate onthego profile, if it’s not default