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Kareo Help Center

Add New User

Kareo System Admins can create new user accounts at any time. Before adding a new user, be sure to have the person's full name and email address on hand. Once users are added, the system will automatically send an email to them with their user name and login instructions. New users are prompted to create a new password upon the first login.

Navigate to User Settings

  1. Hover over the User icon in the top right of your screen and click Practice Settings to open the Practice Settings page.
  2. Click User Settings in the left menu. The User Settings window opens.
  3. Click + New User. The New User window opens.

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Add a Provider User Account

  1. Click Provider in the User Type section. A list of available Kareo modules activated for your practice displays.
  2. Click the Product module check box(es) to provide access for the provider.
  3. Enter the following account information for the provider:
  • Individual NPI (optional): Enter the provider's 10-digit NPI number and click Look up to auto-popluate additional account details.
  • Taxonomy Code (required): Enter the provider's taxonomy code number.
  • Provider Type and Specialty (required): Click the drop-down arrows and select the from the menu options. 
  • Name (required): Enter the provider's name.
  • E-mail (required): Enter the provider's email address. 
  • Phone (optional): Enter a contact phone number.
  • Password (required): Enter a temporary Password that the provider can change.
  1. Roles: Click the check box(es) to select any additional Roles you want the provider to have. Click the Learn More link to view role descriptions and permissions.
  2. If desired, you can upload a photo of the provider. Drag and drop an image from your computer or click browse for a photo to search and add a file from your computer.
  3. Click Create Provider. The provider user account displays in the active user account list under User Settings.

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Add a Non-Provider User Account

  1. Click Non-Provider in the User Type section.
  2. Enter the user's account information:
  • Name (required): Enter the provider's name.
  • E-mail (required): Enter the provider's email address. 
  • Phone (optional): Enter a contact phone number.
  • Password (required): Enter a temporary Password that the provider can change.
  1. Roles: Click the check box(es) to select one or more Roles for the user. Click the Learn More link to view descriptions and permissions.
  2. Click Create User. The new account displays under User Settings.

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