We consider the security of your organization's protected health information (PHI) and bank account information to be our top priority. Following these procedures will ensure your access request is completed in a secure manner. Thank you for assisting us in keeping your information protected.
The best practice for this scenario is for your new client to register directly with Remittance Advantage. Please reach out to your new client and have them register using the 'Register Now' button on rad.pnc.com. Once registered, they can create a user account for you on the Admin/Users screen. They should click the 'Create New User' button and follow the prompts. If you are already a Remittance Advantage user for a different organization, your client will need to create a new Login ID for you to access their information. Your client should be sure to assign you the 'Restrict Admin' role. Your client should notify you of your new login, and you can proceed to perform all the functions available to Remittance Advantage.
Alternately, if your client does not want to register for Remittance Advantage, you may proceed with enrolling your new client's Tax ID's for them. If your new client requires access to Remittance Advantage, you may create a new user account for them on the Admin/Users tab. In this scenario, it is very important that you organize your new client's enrollments in a separate folder(s) from your other client's enrollments on the Payees tab. When adding your new client user, be sure to only assign the folder(s) that contain your new client's enrollments. Also, be sure to assign the 'Restrict Admin' role. Failing to follow these steps may result in your new client being able to access PHI and bank account information for other clients. Click the 'Create New User' button and follow the prompts.
Please note that by following the second option, you are liable for assisting your client in disenrolling their Tax ID's should your relationship ever be terminated.