User Logins are created to give access into your account to a non-provider, such as a Biller, Scheduler or other type of office staff. To add or edit a user, click Admin->User Accounts on the navigation bar. This will bring you to the User Account List page.
Adding a new User
Click the Add User Account button to create a new user login. You will now see the New User Account form, as shown to the right.
You will now enter information for the new User. Enter a First name and Last name, and an email address that will be used when the User has forgotten their password and clicks the Forgot you password? link. Then enter a user ID (username) and initial password. Be sure to give the new User their password after you have created their account. Also keep in mind, that the username cannot be the same as the username for your clinic, or for any of your other providers or users.
You can set an account role by using the Account Role drop-down, but this is for informational purposes only and does not set any default permissions. If you are going to prevent the sending of insurance claims until the sessions have been reviewed, and want the user to be able to review sessions, you will check the box labeled Can review notes. The option labeled Hide key indicators on dashboard has no use as the Key Indicators on the dashboard is now a deprecated feature.
Next you will want to set the Account Permissions you want the new user to have. Each line in the permissions section is an area of Therabill that the user can have potential access. Each of them matches one of the menu items on the navigation bar, with the exception of Agencies. The Reports menu access will depend on the permissions and the type of reports being accessed. So the Payment reports would be controlled by the Payments permission.
Each of the columns in the Permissions section will control the type of access allowed. Hidden means that the User will not be able to access that area. You will still see the menu item, but the information will be hidden from them. Viewable means that the user will be able to view things under that menu, but will not be able to change or update any of the information that they can see. View & Edit means that they will be able to view and edit/change information and save the changes they have made.
Once you have completed entering the permissions for the new user, you will click the Create User Account button at the bottom of the form. The user will now be able to login to their username and access the information in your account.
Editing an existing User
Click the blue pencil to the right of a User in the list. You will now see the Edit User Account form. From here you can change the information for a User login. You can change any of their information, as well as reset their account password, if they have forgotten it. You can also change their permissions for access into Therabill.
Click the Save Changes button at the bottom of the form to initiate the new information or permissions for the next time the user logs in.