---
title: Provider Direct User Guide
slug: portal-sub/provider-direct-user-guide
docTags: 
createdAt: 2026-03-04T12:03:19.889Z
---

:::hint{type="info"}
**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 users of Profile. It describes all areas of the Provider Direct.

Provider Direct allows the provider to access Profile outside of the clinic environment, using their smartphone, tablet or computer.  Depending on the access permissions set up by the clinic, the provider can view Patients, Personal Info, Appointments, Tasks, Results, Messages, and Settings.

# 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





# Details

## Login 

- When Provider Direct is licensed, your clinic will be given a URL for the providers to use Provider Direct.  Access to Provider Direct is configured within Profile.
- When the provider opens the app/web portal, they will be prompted to enter their Username, Password, and for the first time, the URL.
- After successful log in, the user will be at the Home screen of the Provider Direct app.

:::hint{type="info"}
**Note: **The language, in the web portal, can be changed by clicking on the language selector in the top of the screen.

:::

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/98I6eYHswx0hyjWsVL3pQ_e3kfjxvf3x5egdkzdb0d6iwukkzmlvqrq.png)

## Home

The Home screen of Provider Direct displays the last login date, a link to the location(s) of the clinic, and the areas they can access.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/SZ14ZO6JZCDst_SvxTjkP_pvwkckeuxugmxsatw1drfiznayaxddg.png)

Providers can also create a new task or a new message using the Quick Actions available at the top righthand side of the app via

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.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/oyzeI2_s1NXLd0rm9P0V__qffe3lcwgehlutesmntgeooelffqt2p8jw.png)

### New Task Quick Action

The Task fields can be entered in the usual way and saved or discarded.

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If the patient has cases, the provider can select the appropriate case in the Create Task screen.

### New Message Quick Action 

A message can be sent to another provider or to a patient.

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## Patients

The Patients screen displays recent patients and the provider can search for a specific patient in the whole database.

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If applicable, a list of cases will display for each patient.

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## Patient Home Page

Once the provider has searched for a patient, the Patient Home Page displays.   This is the patient’s medical record. The provider can call the patient by pressing

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. The provider can also access a map of the patient’s address by pressing

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.

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For Cases, the Open Case for the patient is shown in the header area of the Patient Home screen.  Items, like New Encounters, that are created while in this case will automatically be associated with the case, just like in Profile.

When the provider presses

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 at the top right-hand side, they can now create a New Message to the patient or to create a New Encounter for the patient, in addition to the Quick Actions for New Task and New Message.

### Clinical Summary

The Clinical Summary screen displays static information for the patient, like histories, the problem list, and usual prescriptions.

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### Appointments

The Appointment Details screen displays the patient’s pending and past appointments.   For Cases, in Appointment Details, and other sub screens of Patient Home, the case is shown in the small header.

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To view or edit an appointment, click the appointment.  Press

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 to open the Edit Appointment screen.

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### Care Plans

The Care Plans screen displays the due and completed interventions for the patient.

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### Medications

The Medications screen displays the usual and prior prescriptions for the patient. Prior prescriptions can be displayed by date or prescription.

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### Results

The Results screen displays the patient’s results.

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### Encounters

The Encounters screen displays the patient’s encounters.

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### Messages

The Messages screen allows the provider to view the patient’s messages and send new messages to the patient.  Attach a file by pressing

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and attach audio by pressing

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.

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## Personal Info

The Personal Info screen displays the patient’s demographic information and allows the provider to edit the information.

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## Appointments

The Appointment screen displays the provider’s appointments for the day, split into the morning or the afternoon. Click

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 in the top right-hand corner to see the month view, with blue dots signaling appointments.

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Double-click on an empty appointment slot to create a new appointment.  

If the patient has cases, the provider can select the appropriate case in the Book Appointment screen.  

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## Tasks

The tasks screen displays pending tasks by default.  The other options in the filter can be seen by clicking on the dropdown arrow.

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## Results

The Results screen displays unsigned transactions and recent results.  To view, sign and/or annotate the results, click the transaction.

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Pressing Annotate will open the Annotation window for entry, and assignation of task, if necessary.

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Clicking on a lab result will open a Cumulative screen. If there are cumulative results for a specific test, clicking on that test will display the values listed together with the dates of observation.

## Messages

The Messages screen displays messages sent to and received from users and providers as well as patients.  Providers can continue a conversation by clicking on the relevant message.

As noted previously, a new message can be created by pressing

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 to open the New Message Quick Action screen.

## Settings

The Settings screen provides details on the Provider Direct application itself.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/yNRqWYQCkDBj6JMnE5nvr_vnt-jeuuhipyd3nudt2m4px9hx4sknyg.png)

## Send Photo to Profile

The Send Photo to Profile functionality allows the provider to take a photo or select a photo from a photo library or album. If the provider is logged in to Profile on their computer at the same time as they are sending a photo from Provider Direct, the Shared Files window in Profile will appear, displaying the photo automatically.  Otherwise, the photo can be accessed from Special/Shared Files.  The provider can then copy the photo to an encounter or anywhere else in Profile.  

# Videos

## Intro to Provider Direct

:::hint{type="info"}
**Note: **Any mention of Aero Provider (in the videos below) refers to Provider Direct.

:::

::embed[]{url="https://www.youtube.com/embed/bzjTK-nUqfQ?&wmode=opaque"}

## Provider Direct New Features

::embed[]{url="https://www.youtube.com/embed/vIA0Obrb5kU?&wmode=opaque"}