How to add a new therapist/admin user to Therasoft.

a. Add the First Name, Last Name, Location, Address, Phone Number, Mobile Phone Number, Unique Email, NPI (if a therapist)

b. Select Save

c.  Select Ok to the Enter description pop-up

1. Select the Access level

a. Admin Only

b. Therapist with Admin Access

c. Therapist with view of assigned clients only

2. Select Report access

a. User with all reports

b. User with limited reports

3.  Indicate if the user will be billing insurance claims

4. Select a current user to use as a template

a. Select a current user in the Setup with settings like drop-down

5.  Select if the user notification should be overridden

6. Enter a setup date (Typically the day submitted)

7. Enter the name of the person requesting the new user

8. Enter any comments

9. Enter your change request. Ex: Please add admin _________________

10. Click Continue and select Save