Provider Portal Access Guides for Your Billing Team

Choose the portal and task named in Bomi’s message. Most changes require your practice’s portal administrator. Use your own login and the exact billing user or requesting organization supplied by Bomi.

Before granting access

• Check the practice organization, billing entity and requested permission. A new invitation is different from approving an existing request or enabling a missing payer tool.

• If the message does not tell you which user or request to approve, ask Bomi for those details before proceeding.

• After completing the step, tell Bomi what you changed. Our team will verify that its own account can use the intended tool.

Find your portal and task

• Availity: invite or recover the existing user

• UHC: third-party approval and administrator registration

• Evernorth: approve an existing request and assign claims/remittance tools

• Optum Pay: associate an outside billing service

• CMS I&A: individual staff access and organization/surrogate access

• CMS PECOS: enrollment and organization access

• CAQH: recovery and supported access models

• Medi-Cal PAVE: invite a user to the right profile

• Florida Medicaid: agent roles and Provider Maintenance

• Idaho Health PAS: invited user versus outside billing-agent association

• Humana Military: existing third-party TIN access

• PaySpan: existing-user access or payer registration code

• Priority Health: pSA setup and affiliation approval

• SimplePractice: user, role and invitation

• TherapyNotes: existing-user recovery and role changes

• Availity Access: Missing Remittances and Fee Schedules

• NY Medicaid PSP: Registration PIN and User Access

• Sessions Health: Biller and Document Access

• TPN.health: Invite Your Biller to Your Organization

• First Choice Health: Give Your Biller Portal Access

• SelectHealth: Provider Benefit Tool Access and ITSA

• Lucet: Request Third-Party Provider Portal Access

• Medi-Cal: Provider Portal User Access Versus PAVE

If your screen is different

Use the guide’s official help or support route and describe the missing task. Tell Bomi the exact menu or permission you cannot find. Do not create another practice organization or send your password and sign-in codes to get around an access problem.

What these guides show

The linked guides use actual portal or vendor-document screenshots where available. Other guides provide sourced written steps or a specific support-assisted route when private administrator controls cannot be verified. A login screenshot alone does not demonstrate how to grant access.

Frequently Asked Questions

Does an invitation mean access is complete?

No. The billing user may still need to accept the invitation, receive the correct organization permissions and verify the intended payer tool.

What if my portal is not listed?

Tell Bomi the portal and task you need help with. We should provide verified instructions for that process rather than ask you to guess which permissions to change.