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Kareo Help Center

Add New User or Provider Account

Updated: 09/14/2020
Views: 5946

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.

Access 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.

Platform_Settings_UserSettings.png

Add Non-Provider User Account

  1. Click + New User. The Add User page opens.
  2. Enter the user's account information:
    • Name: Enter the user's name.
    • E-mail (required): Enter the user's email address. 
    • Phone (optional): Enter a contact phone number.
    • Password: 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 allows the user to give themselves or other staff members administrator permissions in the event of an emergency.
  5. Click Create User. The new user displays under User Settings.
Platform_User_NonProvider_New.png

Add Provider User Account

  1. Click + New User. The Add User page opens.
  2. Click Provider. A list of available Kareo modules activated for your practice displays.
  3. Click to select the Product module(s) to activate 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-populate additional account details.
    • Taxonomy Code: Enter the provider's taxonomy code number.
    • Provider Type and Specialty: Click to select from the menu options. 
    • Name: Enter the provider's name.
    • E-mail: Enter the provider's email address. 
      Note: Do not use a staff member's email address for providers.
    • Phone: Enter a contact phone number.
    • Password: Enter a temporary password that the provider can change.
  5. Roles: Click to select additional Roles for the provider.
    • Click Learn More to view descriptions and permissions.
  6. Additional Options:
    • To allow the provider to give themselves or other staff members administrator permission in the event of an emergency, click to select "Allow emergency access for (Practice)".
    • To allow prescribers to select this provider as a supervising provider on ePrescriptions, click to select "Enable Supervising Provider for Prescribing".
      Note: This option is enabled for eRx enrolled providers only.
  7. If desired, upload a photo of the provider. Drag and drop an image or click browse to search for a photo.
  8. Click Create Provider. The provider user account displays in the active user account list under User Settings.

Platform_User_Provider_New.png

 

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