Help Center / LEYMAX RECORDS

Edit the person's details: the email is the key

Name, external ID, phone, email and preferred language live in the file card. The email is what opens the worker portal and receives every request.

Where to find it

Open the file → "Edit file" (pencil next to the name)

  1. Open the file and press "Edit file" next to the name.
  2. Complete the name, the external ID (Medicaid number, license or NPI, worker ID), the phone and the email.
  3. Choose the preferred language: every email and SMS to this person goes out only in that language.
  4. Press "Save". The control number is assigned by the system and cannot be edited.
Please note

Without an email you cannot request documents, send the nurse packet or assign patients: the chip "Incomplete — email missing" reminds you.

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