Setup GA Collectors

PDF file certificate. Keep in mind the certificate must: 

Have the name and last name of the collector. 

Have a recent date of expedition 

State that the course has been approved. 

Collector’s email address. 

Agency they work for. The agency must have an active agreement with Averhealth for us to create the profile. Look for the account in the system, if there isn’t an active one, you can reply something similar to “Unfortunately, I do not see an active account for your agency in our system. This course is intended for TPA collectors that have active customer agreements with Averhealth. Please reach out to your administrator more assistance.” If they insist, reach out to Kevin.  

Program they need access to. They are only given access to the program(s) that are under the account the work with. No other counties nor programs must be added. 

Go to accounts> contacts.  

Click on Add Contact. Proceed to add the profile by entering all the required information:  

Make sure the name of the collector is entered exactly as it appears in the certificate.  

In Title, enter Collector 

Set Aversys access to Yes 

Use their email address as the username. 

Save 

Add the access to the programs they need.  

Under Account Locations, find the one that corresponds to the account and change the Permission from None to Lead by clicking on the three dots on the right. That way, they will have access to the Care Center tab which allows them to process patients.  

Save