How do I add, edit, or remove users/staff in my practice?

To add a new user to your Practice Fusion account, you must: 
  • Enter contact details for your new user and designate their permissions
  • Provide the Practice Access Code to the person you've added as a new user. A new user must have the Practice Access Code in order to set up their account.
Adding a new user
Adding all practice members as users within your account can help keep your practice up and running. If login issues are encountered by one staff member, any administrator can help reset their password. Designating multiple administrators will provide a variety of contacts, in case a staff member requires assistance. 

1. To get started, select Settings in the top right corner of the EHR



2. Navigate to "Users" under Practice Settings



3. To add a new user, simply type their name, email and role into the fields at the top of the Users screen. You can also designate whether or not you want that user to be a Practice Administrator.




4
. Click Add
Note: If you encounter an error message stating “The provided login email address is already in use by another user," you’ll need to ask the new user to provide an alternate email address.  Each person needs a unique email address for each Practice Fusion practice they log in to. Once an email address has been claimed, it cannot be used by any other user in any Practice Fusion practice.

Learn how to setup a unique email address for someone in your practice here

5. The provider/staff name will display below, and a verification email will be sent to that provider's email address on file. Here you can resend the email as needed.  Please Note: The link in the verification  email does not expire. 




Providing a Practice Access Code (PAC)
The PAC will need to be provided to the new user, in order for them to log in to their account. When adding a new user, your Practice Access Code will be available in two places:
  • Within Settings, in the top left corner of the Users section


  • On your Practice Dashboard, listed on the Users tile


For security measures, it is recommended that administrators tell new users this code verbally instead of electronically (via email, text, etc.)

How do I remove users?
Any account administrator may deactivate a user by clicking the Settings icon, then Users tab (as detailed above). 
1. Click on the user’s name you would like to deactivate, scroll down to the Login info section and mark the User Status as Inactive. 
2Be sure to Save settings after you have marked the user as inactive. 

This user will no longer be able to log into the account unless reactivated again by an Administrator.



How do I edit user profiles?

Any administrator may edit a user's profile by clicking the Settings icon, then Users tab (as detailed above). Click on the user’s name you would like to edit.



From this screen, an administrator can edit:

  • The user's Name, Degree, Specialty and Role (Note: If the user has completed e-Prescribing verification, their name cannot be edited within the EHR. If this is necessary, please contact our Customer Service team for further assistance)
  • Facility
  • Online booking page
  • Medical identifiers
  • Login credentials

Accounts, Login & Settings

  1. Need help logging in?
  2. How do I add, edit, or remove users/staff in my practice?
  3. How do I reset my password?
  4. Need help unlocking when logging in?
  5. What if I forgot the email I use to log in?
  6. What is browser trust?
  7. How do I edit Settings?
  8. As an administrator, how can I reset a user's verification phone number?
  9. How do I retrieve my security code?
  10. How do I import patients?
  11. What is the User Agreement with Practice Fusion?
  12. I'm getting the error "Could Not Confirm your Password" while upgrading my login
  13. Can Practice Fusion export all of my patient data if I close my account?
  14. How are account settings designated?
  15. What are Administrator (Admin) permissions?
  16. How do I complete a verification phone number reset?
  17. How do I export patient demographics from Medisoft?
  18. How do I access my EHR if my phone is lost or stolen?
  19. How can I optimize my Profile for Online Appointment Booking?
  20. How do I use an internet-based phone service (VOIP) for password reset by phone?
  21. How do I export patient demographics from Lytec?
  22. How do I create a unique email address for logging into Practice Fusion?
  23. How do I export patient demographics from Office Ally?
  24. What is a Practice Access Code?
  25. How do I reset my password for my Practice ID & Username?
  26. How do I export patient demographics from Advanced MD?
  27. How do I export patient demographics from Visionary Office?
  28. How do I export patient demographics from NueMD?
  29. How do I export patient demographics from MicroMD?
  30. How do I export patient demographics from Kareo?
  31. How do I export patient demographics from eThomas?
  32. How do I export patient demographics from eMedware?
  33. How do I export patient demographics from Centricity?
  34. How do I export patient demographics from Amazing Charts?
  35. What is Protected Health Information (PHI)
  36. Does my time zone affect the appointment reminders?
  37. What are password security requirements?
  38. How do I check my spam folder?
  39. Why am I getting the error "Email claimed but not verified"?
  40. How do I add, edit, or delete a facility?
  41. How do I upgrade my login?
  42. Which version of Practice Fusion am I using?
  43. Migrating from eClinicalworks to Practice Fusion
  44. How do edit levels work?
  45. I'm having difficulty entering the security code
  46. Will I have ownership of my data?
  47. What is PF Academy?
  48. I'm getting the error "Incorrect Password" while updating to email login?
  49. Two-factor verification phone numbers
  50. How should I prepare for retirement?
  51. Why does Practice Fusion "log off" after some amount of time?
  52. How do I add my NPI and DEA numbers to my account?
  53. How do I set up my phone?
  54. Why can't I log in with my Practice ID & Username?
  55. How can I delete my Practice Fusion account?
  56. Can I export patient charts from one Practice Fusion account and import them into a separate PF account?
  57. How do I change patient communication settings?
  58. What do you do for the new login process when a provider works at multiple clinics?
  59. How do I export patient demographics from CollaborateMD?
  60. How do I edit Facility and Practice info?
  61. How do I close an existing account that is no longer active?
  62. How do I export patient demographics from DAQ billing?
  63. How do I change the facility I am logged into?
  64. How do I prepare for scheduled downtime releases?
  65. How do I change my login email address?
  66. How do I add my Ohio Certificate to Prescribe (CTP) number to my account?
  67. Can Practice Fusion be used for educational purposes?
  68. Does Practice Fusion provide assistance with exporting our data from other software?
  69. Can Practice Fusion be used internationally?
  70. How do we backup our data from Practice Fusion?

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