MyIntealth™ Entity

User Guide

MyIntealth Entity User Guide August 2025

Copyright © 2025 by Intealth. All rights reserved.
Contents
1 Access the MyIntealth Entity Portal ........................................................................................... 1
1.1 Establish New Entity and Authorized User Account(s) ................................................................................. 1
1.2 Access MyIntealth Account for an Authorized User of ECFMG’s Former Online Services ........................... 1

2 Enrollment Verification............................................................................................................. 6
2.1 Complete an Enrollment Verification Request ............................................................................................. 6

3 Performance Data ..................................................................................................................... 9

3.1 Access USMLE Performance Data ................................................................................................................ 9

4 Credentials Verification............................................................................................................ 11
4.1 Complete a Credential Verification Request ................................................................................................ 11
4.2 Upload and Certify the Authenticity of a Requested Credential ................................................................. 20

5 Electronic Residency Application Service (ERAS) .................................................................... 26

5.1 Credential Uploads and Reuploads for ERAS ............................................................................................. 26
5.1.1 Credential Uploads for ERAS ......................................................................................................... 26
5.1.2 Credential Reupload Requests for ERAS ........................................................................................ 29

6 Training Program Liaisons (TPLs) ............................................................................................31

6.1 Access and Utilize J-1 Visa Sponsorship Services ........................................................................................ 31
6.1.1 Create an Appointment Profile ....................................................................................................... 33
6.1.2 Add Applicants to an Appointment Profile ..................................................................................... 35
6.1.3 Submit an Appointment Profile ...................................................................................................... 38
6.1.4 Upload Documents to an Appointment Profile .............................................................................. 40
6.1.5 View Application Deficiencies......................................................................................................... 43
6.1.6 Update an Applicant’s Appointment Profile Details....................................................................... 46
6.1.7 Search for Applicants ...................................................................................................................... 48
6.1.8 Confirm the Active Participation of J-1 Physicians ........................................................................ 49
6.1.9 Access Resources ............................................................................................................................. 51

7 Certification Verification Service (CVS) ................................................................................... 52

7.1 Submit New CVS Requests .......................................................................................................................... 52
7.2 View CVS Requests.......................................................................................................................................57

8 Electronic Portfolio of International Credentials (EPIC) .......................................................... 58

8.1 View EPIC Notifications .............................................................................................................................. 58
8.2 Receive an EPIC Report – EPIC Partner Organization ................................................................................ 61

MyIntealth Entity User Guide August 2025

Copyright © 2025 by Intealth. All rights reserved.
1 Access the MyIntealth Entity Portal
1.1 Establish New Entity and Authorized User Account(s)
If your organization does not already work with Intealth and you are interested in using Intealth services such
as Credentials Verification, Enrollment Verification, or Certification Verification Service (CVS),
please contact us at entitysupport@[Link].

If your organization already uses Intealth services and you were an authorized User of ECFMG’s former online
services, please refer to the Access MyIntealth Account for an Authorized User of ECFMG's Former
Online Services section below on how to access your account.

1.2 Access MyIntealth Account for an Authorized User of ECFMG’s Former Online Services
Step 1. Access the MyIntealth login page at [Link], and click MyIntealth Entity
Portal.

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 Step 2. Click Access MyIntealth.

Step 3. Click Don’t have a MyIntealth account?

Step 4. Provide the email address currently on record for ECFMG online services, and click Send
Verification Code.

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 Step 5. The Verification Code is sent to the assigned email address.

Step 6. Return to the Email Verification screen, and enter the provided Verification Code.

Step 7. Click Verify Code.

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 Step 8. The Email Address Verified section appears. Click Continue.

Step 9. Create and confirm a new password on the Claim Account screen.

a. Password requirements when claiming an account:

1) Must be at least eight characters long.
2) Must include characters from at least three of the following categories:
a. Latin uppercase characters (A-Z)
b. Latin lowercase characters (a-z)
c. Numbers (0-9)
d. Symbols (!, $, #, %, etc.)

You are only required to create and confirm a new password on your first login.

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 Step 10. Click Confirm.

Step 11. Access the MyIntealth Entity Portal.

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2 Enrollment Verification
2.1 Complete an Enrollment Verification Request
The following information is specific to Entities that verify student enrollment electronically.

Step 1. From the MyIntealth Entity Portal, in the top banner, click My Services.

Step 2. The My Services page opens. If your account is affiliated with more than one school, utilize
the Select Entity drop-down menu to review results from the appropriate entity.

Step 3. Scroll to the Active Requests section.

Step 4. Click the Case Number for the case you would like to review.

Step 5. The Enrollment Verification Request page appears with details about the case. Review
this information for accuracy.

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 Step 6. At the bottom of the page, select the appropriate Verification Status from the drop-down
menu, and follow the onscreen prompts; otherwise, to confirm enrollment, select Enrolled.

Step 7. An additional question about the school’s basic medical science curriculum appears. Select
Yes or No.

Step 8. Click Submit.

Step 9. A Success! notification appears indicating that you responded to the enrollment verification
request.

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 Step 10. On the My Services page, the original request is no longer listed under Active Requests.

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3 Performance Data
3.1 Access USMLE Performance Data
Step 1. Log in to the MyIntealth Entity Portal. In the top banner, click My Services.

Step 2. Click the Performance Data tab.

a. If your account is affiliated with more than one school, utilize the Select Entity drop-
down menu to review results from the appropriate entity.

Step 3. You can now view the performance of applicants affiliated with that Entity.

a. To help find a specific applicant’s records, utilize the Search function.

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 b. You may also Export Performance Data.
(1) A .csv file will download to your local drive.

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4 Credentials Verification
4.1 Complete a Credential Verification Request
Step 1. From the MyIntealth Entity Portal, in the top banner, click My Services.

Step 2. The My Services page opens. If your account is affiliated with more than one school, utilize
the Select Entity drop-down menu to review results from the appropriate entity.

Step 3. Click the Credential Verification tab.

Step 4. Scroll to see all active Credential Verification cases.

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 Step 5. Click the Case Number for the case you want to work on.

Step 6. The Applicant Biographic Information appears. Click the thumbnail of the attached
Identification Form to view a larger version of the document. Review the Applicant
Biographic Information and click Next.

Step 7. The Verify Credential page appears. Click the thumbnail of the attached document to view
a larger version of the document.

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 Step 8. Within the Certify Document section, select the appropriate option to continue.

a. If the document is authentic and correct, click the I certify this document is
authentic and correct option. A PDF version of the document appears in the Add
Institution Stamp/Seal section. Continue with the next step.

b. If you cannot certify that the document is authentic and correct, click the I cannot
certify this document is authentic and correct option and follow the instructions
below:
(1) Select your reason for not certifying from the drop-down menu.

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 (2) Click Next.

(3) The completed Verification Form appears. Click Next.

(4) Click Submit to ECFMG. This process is now complete, and your response is
returned to Intealth.

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 Step 9. In the Add Institution Stamp/Seal section, click Insert.

Step 10. Below the Insert button, click once on the picture of the stamp and then let go.

Step 11. Move your cursor to the desired section of the document, and click once to place it within the
document.

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 Step 12. Once placed, the stamp shows affixed details below the image.

Step 13. Click Save (disk icon) at the top right corner of the PDF. A Success notification appears to
inform you that the updates have been saved.

Step 14. Now that the document has been certified and saved with a stamp, click Next at the bottom
of the page.

Step 15. The Applicant Biographic Information appears again. This information now includes an
auto-generated Verification Form. Click the thumbnail of the attached Verification
Form to view a larger version of the document.

Step 16. Review the Verification Form information. This form was generated using information
already in the system (e.g., the Signature was uploaded by Intealth’s Medical Education
Resource [MER] department).

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 Step 17. Click Next.

Step 18. The Credential Verification Request Summary section appears.

Step 19. Click Submit to ECFMG at the bottom of the page.

Step 20. A Confirm pop-up appears. Click Yes to continue.

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 Step 21. A Success notification appears confirming that the credential verification request is
submitted.

Step 22. The My Services page appears.

If the applicant has two cases that require a response (e.g., a Final Medical Diploma and Final
Medical School Transcript), MyIntealth automatically takes you to the case associated with that
applicant. This is done automatically so the applicant’s entire packet can be completed at the same
time.

Step 23. If there are Additional Active Requests, click the corresponding Case Number.
Complete the steps as previously shown.

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MyIntealth Entity User Guide August 2025
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4.2 Upload and Certify the Authenticity of a Requested Credential
This section addresses responding to a Credential Verification Request submitted by an Intealth specialist
that includes a request for your school to provide a document.

Step 1. The Applicant Biographic Information appears. Click the thumbnail of the attached
Identification Form to view a larger version of the document.
Step 2. Review the Applicant Biographic Information, and click Next.

Step 3. The Upload and Verify Credential page appears. This page requests that you (the Entity)
provide the credential.

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 Step 4. In the Provide Credential section, select Yes.

Step 5. Click Upload Files.

Step 6. Select the file to upload. It appears on-screen. Review the document, and click Save (disk
icon).

Step 7. A Success notification appears indicating that the file has been successfully uploaded.

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 Step 8. Click the I certify this document is authentic and correct checkbox.

Step 9. A PDF version of the document appears in the Add Institution Stamp/Seal section. This
section is where you insert the stamp certifying the document.

Step 10. In the Add Institution Stamp/Seal section, click Insert.

Step 11. Below the Insert button, click the picture of the stamp.

Step 12. Move the stamp to the appropriate section of the document, and click once to place it on the
document.

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 Step 13. The stamp shows affixed details below the image.

Step 14. Click Save (disk icon) at the top right corner of the PDF. A Success notification appears
indicating that the updates are saved.

Step 15. If additional documents need to be added, click Add Supporting Documentation, and
follow the on-screen instructions to add those documents.

Step 16. Now that you have certified and saved the document with a stamp and added any supporting
documentation, click Next at the bottom of the screen.

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 Step 17. The Applicant Biographic Information appears again. This information now includes a
generated Verification Form. Click the thumbnail of the attached Verification Form to
view a larger version of the document.

Step 18. Review the Verification Form. This form was generated using information already in the
system (e.g., the Signature was uploaded by the MyIntealth Medical Education Resource
[MER] department).

Step 19. Click Next.

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 Step 20. The Credential Verification Request Summary appears.

Step 21. Click Submit to ECFMG at the bottom of the page.

Step 22. A Confirm pop-up appears. Click Yes to continue.

Step 23. A Success notification appears confirming that the credential verification request was
submitted.

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5 Electronic Residency Application Service (ERAS)
5.1 Credential Uploads and Reuploads for ERAS
5.1.1 Credential Uploads for ERAS
Step 1. From the MyIntealth Entity Portal homepage, in the top banner, click My Services.

Step 2. Click the ERAS Services tab.

Step 3. Under the ERAS Services tab, click ERAS Requests.

Step 4. Click the Case Number under the Active Requests section.

a. When an applicant completes the process for purchasing and registering their ERAS
Token, they appear in the Active Requests section.

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 b. The Status of that request is Pending Document Upload.
Step 5. Review the information in the Case Details. Select an Asset Type from the drop-down
menu.

a. There are two main asset types: Medical School Performance Evaluation (MSPE)
and the Medical School Transcript.
b. Both documents must be uploaded by using the following steps.
Step 6. Select Medical School Performance Evaluation, and scroll down to the Instructions
for Uploading a Medical Student Performance Evaluation (MSPE) section. Use the
following instructions to upload the MSPE.
a. Click Upload Files, and select the appropriate file.

b. A preview of the file appears. Click Save (disk icon).

c. A Success notification appears stating that the file has been uploaded. A preview of the
document also shows under the Upload Files button.
Step 7. Click Submit.

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 Step 8. A Success notification appears stating that the document has been uploaded, and the
Status of the Active Request is now listed as Pending AAMC Review.

Step 9. Repeat the previous instructions starting at Step 5 to upload the Medical School
Transcript.

Note: The MSPE row is listed as Yes, which means that document has already been
uploaded. The Transcript section is listed as No, which means that the transcript still
needs to be uploaded.

Step 10. The request now appears under the Completed Requests section on the ERAS Requests
page.

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5.1.2 Credential Reupload Requests for ERAS
Step 1. From the MyIntealth Entity Portal homepage, in the top banner, click My Services.

Step 2. Click the ERAS Services tab.

Step 3. Under the ERAS Services tab, click Reupload Requests.

Step 4. Click Reupload under the Task Subject for a specific Reupload Request.

Step 5. Review the Task Details section. Scroll to the upload section, and use the following
instructions to reupload the file:

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 a. Click Upload Files, and select a file.

b. A preview of the file appears. Click the Save (disk icon) button.

c. A success notification appears indicating that the file has been uploaded. A preview of the
document also now appears under the Upload Files button.
Step 6. Click Reupload.

Step 7. The task is removed from the Reupload Requests list, and the file has been sent to
Intealth.

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6 Training Program Liaisons (TPLs)
In order to access the J-1 Sponsorship Service and resources available within MyIntealth, you must first click
My Services in the top banner and complete the Training Program Liaison Agreement (shown within
the Access and Utilize J-1 Visa Sponsorship Services section). All subsequent subsections can only take
place after that agreement has been accepted. This agreement must be completed every time you access this
page.

6.1 Access and Utilize J-1 Visa Sponsorship Services

Step 1. On the MyIntealth Entity Portal homepage, click My Services in the top banner.

a. TPLs may also have access to other types of services within the Entity Portal. In these
cases, you will be presented with a pop-up screen asking which service type you would
like to access. If you choose J-1 Sponsorship, continue to Step 2.

Step 2. On the My Services page, click the Training Program Liaison Agreement checkbox.

Step 3. The Training Program Liaison Agreement popup appears. Review the information, and

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 click Accept.

Step 4. After clicking Accept in the pop-up window, click Accept again under the checkbox on the
My Services page.

Step 5. You will now be re-directed to the My Program/Institutions tab after accepting.
a. The following services are now available to you:
(1) Create an Appointment Profile
(2) Add Applicants to an Appointment Profile
(3) Submit an Appointment Profile
(4) Upload Documents to an Appointment Profile
(5) View Application Deficiencies
(6) Update an Applicant’s Appointment Profile Details
(7) Search for Applicants
(8) Confirm the Active Participation of J-1 Physicians
(9) Access Resources

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6.1.1 Create an Appointment Profile
Step 1. On the My Services page, under the My Programs/Institutions tab, select a specialty
from the drop-down menu. The list of programs associated to that specialty appears below.

Step 2. Under the My Programs section, click View Details for the program you plan to create an
Appointment Profile for.

Step 3. A page with the Program Information and List of Appointment Profiles appears.
Under the List of Appointment Profiles section, click Add a New Appointment
Profile.

Step 4. In the Appointment Profile Information section, complete the required fields (*).

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 a. The End Date will auto-populate to exactly 1-year after the entered Start Date but can
be modified, if needed.
Step 5. Click Save.

a. A notification appears stating that the responses have been saved successfully.

Step 6. The Appointment Profile is now created. If at this point you would like to add an
applicant to the appointment profile, it is recommended to skip to Step 4 of the following
section, Add Applicants to an Appointment Profile.

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6.1.2 Add Applicants to an Appointment Profile
Step 1. On the My Services page, under the My Programs/Institutions tab, select a specialty
from the dropdown menu. The list of programs associated to that specialty appears below.

Step 2. Under the My Programs section, click View Details for the program with the associated
Appointment Profile.

Step 3. A page with the Program Information and List of Appointment Profiles appears.
Under the List of Appointment Profiles section, click View Details for the
Appointment Profile to which you would like to add applicants.

Step 4. In the Appointment Profile Information section, click Add Applicant.

Step 5. In the Add Applicant section, enter either the USMLE ID or MyIntealth ID and the
applicant’s Last Name.

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 Step 6. Click Search.

a. The applicant must have an account established in order to appear in the Search
Results. Additionally, the applicant’s information must be entered correctly in order to
populate in the Search Results.
Step 7. The Search Results appear below. Click the applicant’s Name.

Step 8. A Summary of the program, Applicant Profile, and Physician Information appears.
Review this information for accuracy.

a. If the Appointment Profile is for a position in an internal medicine or surgery

residency program, you are required to specify the Track Code.

Step 9. Click Add.

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 Step 10. A confirmation pop-up appears asking whether an official contract and fully signed contract
or letter of offer has been issued for this individual. If so, click Ok.

Step 11. The applicant is now added to the Applicants in the Appointment Profile section.
a. This Application Status will remain in a Pending with the TPL status until the
Appointment Profile has been submitted to Intealth.
b. If you would like to add any additional applicants, click Add Applicant, and repeat the
previous steps.
c. At this stage, it is recommended to continue to either Step 4 of the Submit an
Appointment Profile section or of the Upload Documents to an Appointment
Profile section.

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6.1.3 Submit an Appointment Profile
Step 1. On the My Services page, under the My Programs/Institutions tab, select a specialty
from the drop-down menu. The list of programs associated to that specialty appears below.

Step 2. Under the My Programs section, click View Details for the program with the associated
Appointment Profile.

Step 3. A page with the Program Information and List of Appointment Profiles appears.
Under the List of Appointment Profiles section, click View Details for the
Appointment Profile you plan to submit.

Step 4. Review the information on the Appointment Profile page. Once ready, scroll down, and
click Submit.

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 a. At least one applicant needs to be added to the Appointment Profile prior to
submission.

Step 5. A notification appears stating that the Appointment Profile was successfully submitted.

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6.1.4 Upload Documents to an Appointment Profile
Step 1. On the My Services page, under the My Programs/Institutions tab, select a specialty
from the drop-down menu. The list of programs associated to that specialty appears below.

Step 2. Under the My Programs section, click View Details for the program with the associated
Appointment Profile.

Step 3. A page with the Program Information and List of Appointment Profiles appears.
Under the List of Appointment Profiles section, click View Details for the
Appointment Profile to which you would like to upload documents.

Step 4. In the Applicants in the Appointment Profile section, click the Applicant Name for
whom you plan to upload documents.

Step 5. A page with the Program Information and Applicant Information appears. Scroll

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 down to the bottom of the page, and click View and Upload Documents.

Step 6. On the Upload Documents tab, under the Required Documentation section, click Add
Document.

Step 7. Select an Option from the drop-down menu below.

Step 8. The Upload document pop-up appears. Follow the instructions below to upload a
document:
a. Click the Upload Files button, and select the appropriate file.

b. A preview of the file appears. Click Save (disk icon).

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 c. A Success notification appears stating that the file has been successfully uploaded. You
may repeat the previous steps if there is additional documentation to upload.

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6.1.5 View Application Deficiencies
Step 1. On the My Services page, under the My Programs/Institutions tab, select a specialty
from the drop-down menu. The list of programs associated to that specialty appears below.

Step 2. Under the My Programs section, click View Details for the program with the associated
Appointment Profile.

Step 3. A page with the Program Information and List of Appointment Profiles appears.
Under the List of Appointment Profiles section, click View Details for the
Appointment Profile you would like to review.

Step 4. In the Applicants in the Appointment Profile section, click the Applicant Name for
whom you plan to view application deficiencies.

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 Step 5. A page with the Program Information and Applicant Information appears. Scroll
down to the bottom of the page, and click View and Upload Documents.

Step 6. Click the View Documents tab.

Step 7. Under the Uploaded Documents section, if there is an issue with a particular document,
the View button under the Deficiency column will be active. Click View to research and
resolve the issue.

Step 8. A Deficient Document pop-up appears. Review the reason for the deficiency, and if
applicable, click Add Document to upload the correct file.

Step 9. Follow normal instructions for uploading documentation. If any other action is required to
resolve the deficiency, please take the appropriate action(s).
a. Click the Upload Files button, and select the appropriate file.

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 b. A preview of the file appears. Click Save (disk icon).

c. A Success notification appears stating that the file has been successfully uploaded. You
may repeat the previous steps if there is additional documentation to upload.

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6.1.6 Update an Applicant’s Appointment Profile Details
Step 1. On the My Services page, under the My Programs/Institutions tab, select a specialty
from the drop-down menu. The list of programs associated to that specialty appears below.

Step 2. Under the My Programs section, click View Details for the program with the associated
Appointment Profile.

Step 3. A page with the Program Information and List of Appointment Profiles appears.
Under the List of Appointment Profiles section, click View Details for the
Appointment Profile you would like to update.

Step 4. In the Applicants in the Appointment Profile section, click the Applicant Name for
the Appointment Profile you plan to update.

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 Step 5. Under the Applicant Information section, manually update any active fields that require
an update.

Step 6. Click Save.

Step 7. A Success notification appears stating that an Online Request Case was submitted.

Step 8. The Change Request is shown under the edited field(s) and is subject to review by Intealth
before the change is implemented.

a. If necessary, TPLs may be required to upload additional documentation that confirms the
reason for changing the Appointment Profile information.
b. If additional documentation is required, refer to the Upload Documents to an
Appointment Profile section for instructions.

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6.1.7 Search for Applicants
Step 1. On the My Services page, click the Search tab.

Step 2. An Applicant List appears below. To search for a specific applicant, enter the applicant’s
name, USMLE ID, or MyIntealth ID into the Search bar.

Step 3. To filter the list of applicants further, you may also utilize the drop-down menu and select the
appropriate option.

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6.1.8 Confirm the Active Participation of J-1 Physicians

It is important to note that the TPL is responsible for monitoring the on-going and active participation
of J-1 physicians, and these steps are periodically required at different times of the year.

Step 1. On the My Services page, click the Search tab.

Step 2. Select Confirmation of Participation from the drop-down menu.

Step 3. A list of Active Participants appears below. To confirm whether the applicant is actively
participating, follow the instructions below:
a. Click the checkbox near the Applicant Name. (You may select more than one applicant
at a time.)

b. If the selected applicant(s) are actively participating, click Save as Yes. If the selected
applicant(s) are not actively participating, click Save as No.

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 c. The Participating column updates accordingly as the selections are saved.

d. Once all selections have been made and reviewed, click Submit. Please note that
selections cannot be changed after they have been submitted.

Step 4. The selected applicants now appear in the Submitted Participants section.

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6.1.9 Access Resources
Step 1. On the My Services page, click the Resources tab.

Step 2. On the Resources page, there are a list of hyperlinked resources and Sponsorship
Application Checklists available to view and download, including training videos that
walkthrough the TPL-related user guide sections.

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7 Certification Verification Service (CVS)
7.1 Submit New CVS Requests
Step 1. Log in to the MyIntealth Entity Portal. In the top banner, click My Services.

Step 2. Click the CVS Requests tab.

Step 3. Click the New CVS Requests tab in the blue banner.

Step 4. Click the New CVS Request button at the bottom of the screen.

Step 5. In the IMG Information section, enter the USMLE ID or MyIntealth ID and Date of
Birth.

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 Step 6. Click Next.

Step 7. Review the information in the CVS Report Request Review section. Under the Delivery
Instructions, click Next.

a. This page has the option to also request a paper copy of this report.
Step 8. The request is now available for review on the CVS Status Report Request Summary
page. Once ready, click Next.

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 a. From this page, you can Remove or Edit the current request, as well as Add Another
Request.
Step 9. Review the CVS Report Request Attestation section, and click the Entity CVS Report
Request Attestation checkbox.

Step 10. The Entity CVS Report Request Attestation pop-up appears. Review the information,
and click Accept.

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 Step 11. Click Next.

Step 12. The Review Your Cart page appears. Click Proceed to Payment.

Step 13. Complete the subsequent Billing Address and Payment Info sections and click Pay.

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 Step 14. A Thank You! notification appears with the Case Number for your request. Click Next to
return to the MyIntealth Entity Portal home page.

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7.2 View CVS Requests
To view your CVS requests, return to My Services, click the CVS Requests tab, and then click View
CVS Requests.

a. All Active Requests are now available for review.

b. The Case Status of the report updates accordingly. For example, once the status is listed
as Report Printed, it moves from the Active Requests section to the Completed
Requests section.

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8 Electronic Portfolio of International Credentials (EPIC)
8.1 View EPIC Notifications
Step 1. From the top banner of the MyIntealth Entity Portal, click My Services.

Step 2. The My Services page appears. Select an Entity from the Select Entity drop-down menu.

Step 3. Click the EPIC Reports tab, then click Notifications.

Step 4. A list of New EPIC Notifications displays. Use the following instructions for a breakdown
of options related to this page:

a. This list shows details about credential verification cases sent for verification to the
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 issuing institution with the Entity listed as the automatic EPIC Report recipient. These
credentials can be viewed, downloaded, or archived.

b. Use the drop-down menu on the right side of the page to toggle between New and
Archived lists.

c. Click Archive to move a notification from the New EPIC Notifications list to the
Archived list.

Note: This action can also be undone by clicking Unarchive on the Archived list.

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 d. Click Export EPIC Notifications to export the list of notifications.

(1) An Excel spreadsheet containing the EPIC Notifications list downloads to your
local device.

e. After the Credential Verification Case is accepted and an EPIC Report is sent to the
Entity Portal, the credential is removed from the EPIC Notification list.

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8.2 Receive an EPIC Report – EPIC Partner Organization
Step 1. From the MyIntealth Entity Portal, in the top banner, click My Services.

Step 2. The My Services page opens. Select an Entity from the Select Entity drop-down menu.

Step 3. Click the EPIC Reports tab, then click Reports.

Step 4. A list of EPIC Reports sent to the EPIC Partner Organization appears. Use the
following instructions for a breakdown of options related to this page.

a. This list shows details about EPIC Reports sent to the EPIC Partner Organization.
These EPIC Reports can be viewed, downloaded, and archived.
b. Use the drop-down menu on the right side of the page to toggle between New and
Archived lists.

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 c. Click Archive to move an EPIC Report from the New EPIC Reports list to the
Archived list.

NOTE: This action can also be undone by clicking Unarchive from the Archived list.

d. Click Export EPIC Reports to export the list of reports.

(1) An Excel spreadsheet containing the EPIC Reports list downloads to your local
device.

e. After the Available Until date elapses, the EPIC Report is removed from the EPIC
Reports list.

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