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

To add a new user to Therasoft:
1.  Go to Setup, Counselor and click Add New
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

NOTE:  We will automatically receive an email about the new user. After receiving the change request we will set it up and email the login and password to the new user’s email.  

NOTE2:  When setting up a new user, the email for that user must have NEVER been used for Therasoft verification before.  If the practice has only a general email address, use a personal email until after the  verification.  You can then change the user's email address to the general email address.

*If there are any problems with the access, the owner can submit a change request.


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Article details
Article ID: 5
Category: Setup
Date added: 21-Dec-2012 2:06pm
Views: 531
Rating (Votes): Article not rated yet (0)

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