The Setup Wizard allows a user to set up sharing options for providers. These settings include
Provider By Provider Sharing and
Client by Client Sharing. The sharing options need to be activated prior to using the Provider By Provider Sharing menu or the Client by Client Sharing menu.
To access the sharing options in the Setup Wizard from the Central Administration domain follow the steps below.
- Log into the Central Administration domain
- Click Administrative Options
- Click Setup Wizard
- Click a provider domain to highlight it
- Click Setup
- Click Next
- Click the checkbox to select funding sources
- Click Next
- Click Yes, I would like to review/change my data sharing options
Once the Setup Wizard has opened the sharing options, proceed through each option choosing a level and an Advanced Option.
Once these sharing options have been selected, options in
Provider By Provider Sharing and
Client by Client Sharing will be available for this provider. Selecting a level that requires another provider to share with this provider will require the other provider to set up provider sharing options before all sharing options will take affect.
To download these instructions click
here.
Back to
Sharing Data