BOLD 2.0 Login and Access Help Guide Note: BOLD will be inaccessible from 9:00 pm ET on Friday, June 1, to 7:00 am ET on Monday, June 4, so that the upgrade to BOLD 2.0 can be completed.

Beginning Monday, June 4, 2012, all BOLD users will access their BOLD accounts through SRC’s new account management system. The new system is an integrated solution that provides users, account owners and BOLD Administrators with a single entry portal to access all of their shared accounts. This help guide explains how to log into BOLD through the new system and access your patient data. New Account Management System Home Accounts Contact Us BOLD User Profile

From Users select the BOLD LOGIN button Enter their Username and Password Select “Add a new patient” or “View /edit existing patient” Then add or update a patient record That Was Then… An Overview of Access to BOLD

Users select the LOGIN button Enter their Username and Password Select “BOLD” from the practice account quick links The practice’s BOLD dashboards are displayed Select “Charting” to access patient records Then add a new patient or navigate to an existing patient record This Is Now… An Overview of Access to BOLD 2.0 From

Access to Your Accounts That was then… This is now… Multiple login credentials to access more than one BOLD account. A single link to access all of your shared BOLD accounts.

Access to BOLD That was then… This is now… Data entry users will use the same Username and Password to access BOLD.

Practice Home Page That was then… This is now… Data entry users will use the same Username and Password to access all of the practices where they have data entry responsibilities. Simply select “BOLD” from the quick links for a specific practice account. This will open the BOLD home page for that practice AND ONLY that practice.

Access to Patient Charts That was then… This is now… My Account Accounts Contact Us BOLD User Profile Select and use the search tool to find a patient Select and use the search tool to find a patient

Note to BOLD Administrators In the new account management system, BOLD Administrators will no longer use the Practice Account ID (2xxxxxx) as their username to access the administrative aspects of their program’s BOLD account. SRC will host live webinars to train BOLD Administrators on the account management and administrative aspects of BOLD 2.0. To register for BOLD Administrator training, visit

BOLD 2.0 help guides and registration for data entry user and BOLD Administrator training are available at SRC Support is available Monday - Friday from 8:30 am - 5:30 pm ET at (US and Canada), (international) or Thank you for your continued use and support of BOLD. Additional Resources