Provider portal
AndEase Provider Portal guide
Step-by-step help for authorized clinic staff using the AndEase Provider Portal, clinic invites, Secure Sync, shared patient data, analytics, settings, and portal troubleshooting.
Safe support details
Portal users should include clinic name, staff email, browser, portal URL, error message, and screenshots only if they contain no sensitive patient data.
The portal is for authorized clinic review of patient-reported data shared through Secure Sync. It does not diagnose, prescribe, or replace professional clinical judgment.
Access and login
Use portal.andease.com with an authorized clinic staff account.
- Provider Portal accounts are separate from the personal AndEase app.
- If you cannot sign in, confirm the staff email connected to your clinic account and use the current portal URL.
- Use the password reset flow when needed, and check spam or quarantine folders for verification or MFA emails.
- MFA codes may expire. Request a fresh code if the first one is old or has already been used.
- Idle timeouts and permission restrictions can require signing in again or asking a clinic admin to adjust access.
Dashboard
Start from clinic activity, pending work, and recent shared updates.
- Use Dashboard to orient around recent syncs, pending approvals, high pain signals, and analytics entry points where available.
- Use search, filters, notifications, and the user menu to move to the next workflow.
- Dashboard data reflects information patients chose to share through Secure Sync.
Invites
Invite patients with the supported email, QR, or share-link flow.
- Create an invite from the portal using the supported clinic workflow.
- Patients review Secure Sync, data categories, and date range in the app before sharing.
- Shared or default invite codes may create pending approvals where that clinic workflow is enabled.
- Approve or reject pending users only after confirming the patient belongs to the clinic relationship.
- Use templates, reminders, batch invites, QR codes, or share links only where those options are available to your clinic.
End Users
Find connected patients and review who has shared recent updates.
- Use search, filters, saved views, columns, and export controls where available to narrow the patient list.
- If a patient is missing, check invite status, pending approval, clinic assignment, and whether the patient connected through Secure Sync.
- Clinic teams can review only patients and data available to their authorized portal account.
Patient detail
Review the shared patient-reported history for a connected patient.
- Patient detail can include timeline, pain locations, medication timing, pain and medication correlation, treatment effectiveness, notes, and selected Apple Health context when shared and available.
- Clinical notes, chat, PROMs, and similar workflows should be used only if enabled for the clinic.
- Use date filters before appointments so the review matches the relevant period.
Secure Sync
Understand what connects the patient app and clinic portal.
- Secure Sync is optional and patient-controlled.
- Patients choose whether to connect, which data categories to share, and which date range is included.
- Patients can disconnect, change sharing, or delete backend data from supported Secure Sync settings in the app.
- When sharing stops, new data is no longer synced to the clinic connection.
Analytics
Open analytics views and handle access issues where enabled.
- Analytics may open in a separate view or tool, depending on the portal setup.
- If analytics will not open, check popup blockers, browser restrictions, and whether your staff role has analytics access.
- Access-denied states usually mean the account lacks permission or the analytics workspace is not enabled for the clinic.
Settings
Manage staff profile, organization, team, invitations, and security where available.
- Settings may include profile, organization, team members, invitations, Oxford, compliance, security, and notification preferences depending on clinic configuration.
- Only authorized admins should change organization, team, compliance, or security settings.
- If a setting is missing, confirm your portal role and clinic feature availability.
Logs
Review administrative and audit history where available.
- Logs can help clinic administrators review access and administrative activity.
- Use audit views for operational troubleshooting rather than clinical decision-making.
- If you need help interpreting a portal log, contact support with the clinic name, staff email, portal URL, and relevant error message.
Troubleshooting
Resolve common portal and Secure Sync problems.
- Cannot log in: confirm portal.andease.com, staff email, password reset state, email verification, MFA code freshness, and clinic permissions.
- MFA email not received: check spam, quarantine, work email filtering, and request a new code.
- Patient not visible: check invite acceptance, pending approvals, clinic assignment, and patient sharing choices.
- Invite link or QR expired: create a fresh invite or ask the clinic admin to confirm invite settings.
- Shared data looks stale: ask the patient to open AndEase on iPhone, confirm Secure Sync is still connected, and confirm the shared categories and date range.
- Analytics will not open: check popup blockers, browser restrictions, and role permissions.
- Notifications not received: check portal notification settings, browser permissions, and work email filtering.
- Patient wants to disconnect or delete synced data: direct them to Care Center > Secure Sync > Sync Settings in the app, or contact support if they need help completing a request.
Still need portal help?
Include the clinic name, staff email, browser, portal URL, what you expected, what happened instead, and any error message. Avoid sending patient health entries or screenshots that contain sensitive data unless support requests a safe export.
Email portal support