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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 and click on Practice Settings. The Practice Settings page opens.
  2. Click User Settings. The User Settings page opens.

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Add a Non-Provider User Account

  1. Click + New User. The Add User page opens.
  2. Enter the user's account information:
    • Name (required): Enter the user's name.
    • E-mail (required): Enter the user's email address. 
    • Phone (optional): Enter a contact phone number.
    • Password (required): Enter a temporary Password that the user can change.
  3. Roles: Click to select one or more Roles for the user. Click the Learn More to view descriptions and permissions.
  4. Click to select "Allow emergency access for (Practice)".
    • This allow the user to give practice members temporary administrator permission in the event of an emergency.
  5. Click Create User. The new user displays under User Settings.


Platform_User_NonProvider_New.png

Add a Provider User Account

  1. Click + New User. The New User window opens.
  2. Click Provider in the User Type section. A list of available Kareo modules activated for your practice displays.
  3. Click to select the Product module to provide access for the provider.
  4. 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. 
      Note: Do not use a staff member's email address for providers. Enter the provider's email address or create a temporary user. 
    • Phone (optional): Enter a contact phone number.
    • Password (required): Enter a temporary Password that the provider can change.
  5. Roles: Click to select one or more Roles for the user. Click the Learn More to view descriptions and permissions.
  6. Click to select "Allow emergency access for (Practice)".
    • This allow the provider to give practice members temporary administrator permission in the event of an emergency.
  7. 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.
  8. Click Create Provider. The provider user account displays in the active user account list under User Settings.



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