Close this search box.

Home > Support Articles

Managing User and Vendor Access

Administrators can add and edit Management Portal user access for each HRA license. Along with managing the users in your organization, you can also grant any of your vendors access to your HRAs.

Click the Users link under the Gear icon on the upper right corner of the screen. This will show you a listing over all of the users or vendors currently associated with your organization.

Add New Users

To begin adding new users to your organization, click the Add User button found on the right side of the screen above the users list. This will bring you to the New User screen.

From the New User screen you will be able to create a new user and select levels of access for each HRA you have an active license for. Follow these steps to add a new user:

  1. Enter the user’s full na­­­me
  2. Create a Username. For example: the person’s first name initial followed by their full last name
  3. Select the Roles the user should have access to:
    • Administrator – User can create/edit/disable users
    • Engagement Queue Viewer – User can access Engagement Queues for phone call follow-up
  4. Select the App Roles for each HRA that the user will have access to:
    • Customizer – User is able to configure HRA product customization settings and has access to the Follow-up section.
    • Report Viewer – Access to the Reports section
    • Raw Data Downloader – Permission to download raw data files that include Protected Health Information collected by HRA products.


Edit Existing Users

To view or edit a current user’s permissions, simply click on their name to open the Edit User screen. Here you will be able to update the user’s credentials and permissions. You can also reset passwords or deactivate 2FA or disable/delete users by clicking the User Options link within the table.

Managing Vendor Access

Vendor users can also be added in this section. Select Vendor from the Add User menu and complete the Basic Info and permissions form for the vendor. You will select from existing vendor dropdown lists. If a vendor is not listed, please contact your strategic client partner.

Vendors can be disassociated from your organization at any time by clicking the User Options menu on the main users table.


Patient Consent to Communication of Personal Health Information (PHI) through Standard SMS/Text Message and/or Email

Welcome! Your healthcare provider has partnered with HealthAware to help guide you through your care plan.

Who is HealthAware?
HealthAware provides health support programs (HSPs) delivered via standard SMS/text message and/or email. Your HSP is under the direction of your healthcare provider and is designed to support you in your health journey by providing education information related to:

  • Your health support program
  • Behavioral prompts/check-ins
  • Assessments/progress reports
  • Appointment reminders
  • Other health related messages or programs pertaining to my health support program

These HealthAware programs are for educational purposes only. They cannot provide, and are not intended as a substitute for medical care. The programs are automated, and therefore not actively monitored. In the event that medical care is needed, please call your healthcare provider or 911.

Why do I need to accept this patient consent?
HealthAware uses standard SMS/text messages and email messages that are not encrypted to communicate information with you about your HSP. Consequently, there is a risk that an unauthorized third party could view the information being transmitted.

To whom does HealthAware disclose my PHI (Personal Health Information)?
HealthAware only discloses PHI to you and your healthcare provider. HealthAware does not disclose PHI to any other party, such as marketing or sales organizations.

By clicking “accept” on a web page, clicking a link that is clearly labeled as a means of indicating consent, or replying “yes” to my consent prompt via text message, I agree to the following:

I hereby consent and state my preference for HealthAware to communicate with me via SMS/text message and/or email regarding various aspects of my health support program (HSP), which may include my PHI, behavioral prompts/check-ins, assessments and progress reports, appointment reminders, and other health related messages or programs pertaining to my health support program.

I understand that standard SMS/text messaging and email are not confidential methods of communication and may be insecure. I further understand that, because of this, there is a risk that standard SMS/text messaging and email regarding my medical care might be intercepted and read by a third party.

I may revoke this consent in writing except to the extent that HealthAware and/or my healthcare provider has already made disclosures in reliance upon my prior consent. If I do not accept this consent, or if I later revoke it, the commencement, continuation, or quality of my treatment will not be affected, but my enrollment with the HSP delivered by HealthAware will be terminated.