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      How To Guide: Adding a new Skygen Credential

      Overview

      Due to technical improvements in our Skygen data collection system, we need you to create a dedicated InsideDesk account on your Skygen portal. This is different from other insurance portals where you typically share existing credentials - Skygen requires a separate account specifically for InsideDesk use.

      Why This Change:

      • Enhanced reliability and performance (20-30% improvement)

      • Long-term credential stability (once set up, minimal maintenance required)

      • Better security through dedicated account isolation

      Before You Begin

      You'll Need:

      • Admin access to your Skygen Dental Hub portal

      • Your practice's Tax Identification Number (TIN)

      • 10-15 minutes to complete the setup

      Permission Check:

      • Log into your Skygen Dental Hub portal

      • Look for "Practice Management" in the main navigation menu

      • If you can see "Team Members" under Practice Management, you have the correct permissions

      • If you cannot see "Team Members," you do not have administrator access and will need someone with admin rights to complete this setup

      Step-by-Step Setup Instructions

      Step 1: Determine Your Setup Path

      Single TIN Setup (Most Common):

      • If your Skygen account is associated with ONE Tax ID, follow Steps 2-6 below

      Multiple TIN Setup:

      • If your Skygen account manages MULTIPLE Tax IDs, STOP here

      • Create a list of all TINs associated with your account

      • Contact your InsideDesk CS representative directly

      • We'll coordinate a custom setup process for your situation

      Step 2: Navigate to Team Members

      2.1 Access the Main Navigation

      • From your Skygen Dental Hub dashboard, click on "Practice Management" in the main menu

      • This will open a dropdown menu with several options

      2.2 Select Team Members

      • Click on "Team Members" from the Practice Management dropdown menu

      • This will take you to the Team Members management page

      Step 3: Access Team Member Creation

      3.1 Team Members Page

      • You'll see a page titled "Manage the Team Members for this Business"

      • Below this, you'll see a table showing your current team members

      • Look for the "+ Add Team Members" button at the top of the page

      3.2 Start Adding New Member

      • Click the "+ Add Team Members" button

      • This will open the "Add Team Member" form

      Step 4: Fill Out Team Member Information

      4.1 Team Member Name

      • In the "Team Member Name" field, enter: Inside Desk

      • Note: Use exactly "Inside Desk" with a space between the words

      4.2 Email Address (CRITICAL - Must Be Exact)

      • In the "Email" field, enter: payer.access+[XXXX]@insidedesk.com

      • Replace [XXXX] with the LAST 4 DIGITS of your Tax ID

      • Example: If your TIN is 12-3456789, enter: payer.access+6789@insidedesk.com

      4.3 Practitioner Setting

      • For "Is this Team Member a Practitioner?" select "No"

      • This should be the default selection

      Step 5: Configure Permissions

      5.1 Administrator Permissions

      • For "Do you want to give this Team Member Administrator level permissions?" select "No"

      • This should be the default selection

      5.2 Select Required Permissions

      • You'll see a section titled "Select the permissions you want this Team Member to have"

      • IMPORTANT: You must select the following specific permissions:

      Required Permission Groups:

      Patients & Claims Section:

      • Check the "Patients & Claims" checkbox (this selects the entire section)

      • This will automatically select all sub-permissions including:

        • Eligibility & History

        • Patient Management

        • Patient Search

        • Submit Claim

        • Submit Authorization

        • Treatment Estimate

        • Status & History

        • Claim Search

        • Authorization Search

        • Treatment Plan Search

      Billing Setup Section:

      • Check "Billing Entities"

      • Check "Billed Amounts"

      • Leave other Billing Setup options unchecked

      5.3 Other Sections

      • Leave "Practice Management" section unchecked

      • You may leave other sections unchecked unless you want to grant additional access

      Skygen user creation - Add team member

       

      Step 6: Submit the Team Member

      6.1 Review Your Entries

      • Team Member Name: Inside Desk

      • Email: payer.access+[your last 4 TIN digits]@insidedesk.com

      • Practitioner: No

      • Administrator: No

      • Required permissions selected: Patients & Claims, Billing Entities, Billed Amounts

      6.2 Submit the Form

      • Click the "Submit" button at the bottom of the form

      Step 7: Confirm Email Invitation

      7.1 Email Confirmation Popup

      • After clicking Submit, you'll see a popup titled "Add Team Member"

      • The popup will show: payer.access+[XXXX]@insidedesk.com

      • Below that: "This Team Member does not have a Dental Hub account."

      • Further down: "Please enter the Team Member's Email to invite them to create an account."

      7.2 Complete the Invitation

      • Team Member Name: Should already show "Inside Desk"

      • Team Member Email: Enter the SAME email address: payer.access+[XXXX]@insidedesk.com

      • Click the "Add" button to send the invitation

      7.3 Invitation Sent

      • The system will send an invitation email to the InsideDesk address

      • This email will be automatically processed by our team

      Step 8: Notify InsideDesk

      8.1 Contact Your CS Representative

      • IMMEDIATELY after completing the setup, contact your assigned InsideDesk Customer Success representative

      • Inform them: "I've completed the Skygen account setup for InsideDesk"

      • Provide the following information:

        • Client/Practice name

        • TIN used for the account (last 4 digits)

        • Confirmation that invitation was sent successfully

      8.2 Expected Timeline

      • Our team will activate the account within 1-2 business days

      • You'll receive confirmation when setup is complete

      • Skygen claim collection will resume automatically with improved performance

      Troubleshooting Common Issues

      Cannot see "Team Members" option:

      • You do not have administrator privileges on the account

      • Contact someone with admin access to complete this setup

      • Or request admin access from your Skygen account manager

      "Team Member Name" field issues:

      • Must be exactly "Inside Desk" with a space

      • Capital "I" in Inside and capital "D" in Desk

      • No variations like "InsideDesk" or "inside desk"

      Email format errors:

      • Must use exact format: payer.access+[4 digits]@insidedesk.com

      • Use ONLY the last 4 digits of your TIN

      • Common error: using full TIN instead of last 4 digits

      • Check for typos in "@insidedesk.com" (not "@insidedesk.net" or other variations)

      Permission selection issues:

      • Must select the entire "Patients & Claims" section

      • Must select "Billing Entities" and "Billed Amounts" individually

      • If you can't find these options, scroll down in the permissions section

      Email invitation popup doesn't appear:

      • Try clicking Submit again

      • Check that all required fields are filled out correctly

      • Ensure all required permissions are selected

      "User already exists" error:

      • The email may already be in use - contact InsideDesk CS

      • Double-check that you used the correct TIN digits

      • There may be an existing setup that needs to be updated

      Important Reminders

      Email Format is Critical:

      • Must be exactly: payer.access+[last 4 TIN digits]@insidedesk.com

      • Any deviation will prevent proper setup

      Team Member Name Must Be Exact:

      • Use "Inside Desk" with a space, not "InsideDesk" or "inside desk"

      • Capitalization matters

      Required Permissions:

      • Patients & Claims (entire section)

      • Billing Entities

      • Billed Amounts

      • Missing any of these will limit functionality

      Notify InsideDesk CS Immediately:

      • Setup is not complete until you notify your CS representative

      • This triggers our internal activation process

      Service Continuity:

      • There may be a brief interruption in Skygen claim collection

      • Service will resume automatically once setup is complete

      • Enhanced performance (20-30% improvement) will be noticeable after activation

      What Happens Next

      1. InsideDesk receives your invitation email automatically

      2. Our team activates the account with appropriate security settings

      3. We configure our systems to use the new credential

      4. Enhanced Skygen collection begins automatically

      5. You receive confirmation that setup is complete

      The entire process typically takes 1-2 business days after you notify your CS representative.

      Benefits of the New System

      Improved Reliability:

      • 20-30% performance improvement in claim collection

      • Reduced timeouts and portal connection issues

      • More consistent EOB retrieval

      Long-term Stability:

      • Once configured, credentials remain active indefinitely

      • No periodic password updates required from your end

      • Automated MFA handling by InsideDesk systems

      Enhanced Security:

      • Dedicated account isolation

      • No impact on your primary portal access

      • Professional credential management practices

      Support

      Need Help? Contact your InsideDesk Customer Success representative:

      • They can provide additional guidance for your specific portal setup

      • Assist with TIN identification questions

      • Handle any technical issues during the setup process

      Multiple Locations/TINs? Don't attempt the standard setup process. Contact CS directly for a coordinated approach that handles your complex configuration properly.

      Questions About This Change? Your CS representative can explain why this enhancement was necessary and how it benefits your practice's revenue cycle management and claim collection efficiency.

      Quick Reference Checklist

      Before contacting CS, verify you have completed:

      ✅ Navigation: Practice Management → Team Members → + Add Team Members
      ✅ Team Member Name: "Inside Desk" (exact format)
      ✅ Email: payer.access+[4 TIN digits]@insidedesk.com
      ✅ Practitioner: Selected "No"
      ✅ Administrator: Selected "No"
      ✅ Permissions: Selected "Patients & Claims" + "Billing Entities" + "Billed Amounts"
      ✅ Submitted: Clicked Submit button
      ✅ Email Confirmation: Entered same email in popup and clicked "Add"
      ✅ CS Notification: Contacted InsideDesk CS representative immediately

      Thank you for your cooperation in implementing this enhancement. The improved reliability and performance will significantly benefit your practice's revenue cycle management.