How do I set up my phone?

You’ll need your phone to set up your account and reset your password.

We strongly recommend using a cell phone. We’ll send a security code to this number every time you log in from a new computer or reset your password, so it’s important to choose a phone you can access from anywhere (e.g. home or traveling), not just the office.

1. When you create your account or reset your password, you’ll be prompted to input your phone number. After inputting your phone number, a security code will be sent to your phone. Note: It may take several minutes to receive your code. Standard text messaging rates apply, based on your cell phone plan. Please note, we have received recent reports that some carriers may take up to 10 minutes to receive the code.

2. After you’ve received your code, it must be entered along with your password to log in to the EHR (Code will be a 5 digit number).



Frequently Asked Questions

What phone number should I use to complete my account setup?
We strongly recommend using a cell phone to complete your account setup. We’ll send a security code to this number every time you log in from a new computer or reset your password, so it’s important to choose a phone you can access from anywhere, not just the office. Only valid phone numbers in the United States and US territories (Puerto Rico, Guam, etc.) will work for password reset by phone. Supported phone number types include mobile, landline or internet-based (VOIP) numbers. If you have questions about how to setup a VOIP number, you may reference our Knowledge Base resource here.

Will I need to use my cell phone to login every time?
No. You will only need your cell phone when setting up password resets by phone or resetting your password.

I do not own a cell phone. Can I still setup password reset by phone?
Cell phones are the preferred and most convenient way to receive security codes; however, you can use a landline.

If using a landline, when resetting your password by phone, select ‘Voice’ when entering your phone number. The security code will then be sent via an automated voice call instead of a text message. Note: We strongly recommend using a cell phone for your password resets



I did not receive the text message with the security code, what do I do?
If you did not receive the text message with your security code, click ‘request a new security code.’ This will resend a new code.
If you no longer have access to the screen containing the ‘request a new security code’ link, visit www.practicefusion.com and click Login. You’ll then be re-prompted to send your security code.

If you are using an internet-based phone provider (e.g. Skype, Google Voice, etc.), you may not have the ability to receive text messages at that number. Click “change phone number” and re-enter your number with ‘Voice’ selected. This will send the security code via an automated voice call instead of text message. Note: We strongly recommend using a cell phone for your password resets



I received an error message stating "temporarily cannot verify phone number" or "unable to verify phone number at this time, please try again later" 
You may receive the error message above due to a temporary issue. To resolve this error, you will need to disable any ad blockers on your browser. Additionally, ensure that you are accessing the EHR through a supported browser.

How do I access my EHR if my phone is lost or stolen?
See more information on accessing your EHR if you phone is lost or stolen here.

Is it possible to change my verification phone number?
Yes, you may request to have your practice administrator reset your verification phone number. For more information on this process, see How can I reset a verification phone number?

For what purposes will my two-factor authentication phone number be used?
The login phone number a practice member chooses will be used solely for two-factor authentication alerts, such as for trusting new browsers and password resets. For all other purposes, we will use the primary practice phone number which you've listed in your account.

To protect the phone number you've entered for two-factor authentication, we use the same level of security as we do for the other sensitive data that we store.

We strongly recommend using a cell phone for your password resets, but any U.S. phone number can be used (for example, your clinic’s office number).  We generally recommend a cell phone because, aside from being more convenient, if you are not at the same location as your landline (e.g. if you are traveling), you may have difficulty accessing your EHR should you forget your password.

Still have questions?

Answers to frequently asked questions can be found on our login help page.

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. Why am I 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. How do I migrate from eClinicalworks to Practice Fusion?
  44. How do edit levels work?
  45. Why am I having difficulty entering the security code?
  46. Will I have ownership of my data?
  47. Why am I getting the error "Incorrect Password" while updating to email login?
  48. What should I use as my two-factor verification phone number?
  49. How should I prepare for retirement?
  50. Why does Practice Fusion lock after a certain amount of time?
  51. How do I add my NPI and DEA numbers to my account?
  52. How do I set up my phone?
  53. Why can't I log in with my Practice ID & Username?
  54. How can I delete my Practice Fusion account?
  55. Can I export patient charts from one Practice Fusion account and import them into a separate account?
  56. How do I change patient communication settings?
  57. How do I export patient demographics from CollaborateMD?
  58. How do I edit Facility and Practice info?
  59. How do I close an existing account that is no longer active?
  60. How do I export patient demographics from DAQ billing?
  61. How do I change the facility I am logged into?
  62. How do I prepare for scheduled downtime releases?
  63. How do I change my login email address?
  64. How do I add my Ohio Certificate to Prescribe (CTP) number to my account?
  65. Can Practice Fusion be used for educational purposes?
  66. Does Practice Fusion provide assistance with exporting our data from other software?
  67. Can Practice Fusion be used internationally?
  68. How do we backup our data from Practice Fusion?
  69. What is the Emergency Access setting?
  70. What is the Infobutton Configuration Setting?

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