Mapping Your Lab Accounts

Mapping Your Lab Accounts

Step 1:

Select the drop-down arrow beside your username at the top right corner of your screen.


Step 2:

Select “Settings” from the drop-down menu.


Step 3:

Select the “Lab Account Numbers” button from the left side of the page.


Step 4:

Select the “+” sign from the top right corner of the table.


Step 5:

Now enter the lab account number in the “Number” section.


Step 6:

Next select the lab this account number is under from the list provided.


Step 7:

Now you are able to associate the lab account with a client or your TPA account by searching the name you would like to associate it with.

  1. If it is your main account (house account) associate your own TPA account with the lab account number.
  2. Once this is completed, if you have subaccounts setup under this main account you will be able to associate the subaccount with each Client account which will auto-assign reports to the correct client.
  3. If you lab does not support the parent/child lab account system, and instead supports delimited account numbers, you may associate the account number with a Client directly.
    1. For example Dynacare parent account 1234 would be assigned to your TPA account, and sub account 999 would be assigned to the correct Client.
    2. With CRL though, your parent account AAA.DOT1.REF1 woudld be assigned to your TPA account, but AAA.DOT1.ABCTRUCKING would be assigned to your Client.
    3. Contact Veriport support for more information.
Step 9:

Once all the information has been entered select “Submit”.


Optional:

If you have sub account numbers you are able to add these under the main account numbers by using the following steps. 


Step 10:

To add sub accounts please select the drop-down arrow beside the main lab account number.


Step 11:

Now select the “+” button in the sub account section.


Step 12:

Now enter the sub account number and select the client you would like to associate with the sub account.


Step 13:

Finally select “Submit” and you have added the sub account.

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