LSO Responsibilities

The LSO is responsible for managing access for other NGSConnex users within the organization. The LSO can perform these actions by accessing the Manage Account section of NGSConnex and selecting User Management.

Note: The User Management button will display for LSOs only.

Approve/Edit/Decline Data Access Requests – LSOs Only

1. Click the Manage Account button on the NGSConnex homepage.

2. Select the User Management button. If you are not an approved LSO for any provider organizations in NGSConnex this button will not be available.
3. Search for the User ID of the person you need to approve/modify or decline data access for in the System Access panel.
   • You can use the Search Access field to search for a User ID or you can scroll through the records.
4. Click the checkbox to select the User ID.

5. If the Status is ‘Requested’ the following options will be available.
   • Edit Access – this will allow you to edit the functionality the user has access to in NGSConnex, by selecting or de-selecting the applicable checkboxes.
     • Provider Profile
     • Claims
     • Eligibility Lookup
     • Financials
     • You can also change the type of account from standard to LSO, by selecting the User Management checkbox and entering check information.
   • Approve – When you approve a request, the Status will update from Requested to Approved.
   • Decline – When you decline access, after you refresh the page the request will no longer be displayed in the System Access panel. The user will see the request as declined. Note: Enter a comment in the ‘User Management Comments’ section to indicate why access is declined. The comment will display for the user to indicate the reason access was declined. 

6. If the Status is ‘Approved’ the following options will be available.
   • Edit Access – this will allow you to edit the functionality the user has access to in NGSConnex, by selecting or de-selecting the applicable checkboxes.
     • Provider Profile
     • Claims
     • Eligibility Lookup
     • Financials
     • You can also change the type of account from standard to LSO, by selecting the ‘User Management’ checkbox and entering check information.
   • Decline – This option will display after you select the ‘Edit Access’ button. When you decline access, after you refresh the page the ‘User ID’ will no longer be displayed in the System Access panel. The user will see the request as declined. Note: Enter a comment in the User Management Comments section to indicate why access is declined. The comment will display for the user to indicate the reason access was declined. 

Note: You should notify the user when you edit or remove data access as they will not be notified by NGSConnex.