Add User Account

Add User Account

Note: You must be an "Account Manager" user in ProviderSuite to perform this task. If you do not have access to the Setup tab in the ProviderSuite, please forward these instructions to another user with Account Manager permissions. 

Login to ProviderSuite
Go to the Settings tab
Click on Users link
Click on "Add New Users" (top left side of the screen)
Enter Last Name
Enter First Name
Middle Name (optional)
Work E-mail (mandatory field - must be unique email address)
User Name 
Enter a temporary password for the user. The user will change the password on their first login.
Choose security level for user
CC to Manger defaults to Yes
Click on "Add New User" button
The new user is added to your account

    • Related Articles

    • Add a user to Receivables

      When you add them as a user the practice and access is determined by you so they will only see what you give them access for.  Here are the steps to add a user to Receivables: Open Receivables Admin applet Go to the Users and User Classes tab Under ...

    • Add New Provider to Account

      Please see the attached User Guide for Provider Setup instructions.

    • Add a Charge Master

      (NOTE: You must be an "Account Manager" user in ProviderSuite to perform this task. If you do not have access to the Settings tab in ProviderSuite, please forward these instructions to another user with Account Manager permissions.) 1. Login to ...

    • User Guide - Billing Applet - Setup

      User Guide for setting up the Billing applet

    • Add an Allowable Fee Schedule

      Use the following instructions to add an allowable fee schedule when a you want to compare an insurance company’s allowable amount against payments posted in ProviderSuite.  (NOTE: You must be an "Account Manager" user in ProviderSuite to perform ...