Add New User or Provider Account

Add New User or Provider Account

zHealth Admins can create new user accounts at any time. Before adding a new user, be sure to have the person's full name, email address, billing details, tax ID, and other information on hand. Once users are added, you can view the new provider account under the "Providers" section in the User Management tab.

1. On the top right corner of the zHealth dashboard, you will see your name. Hover the cursor over your name and a drop-down menu will open. Click on 'User Management'.



2. On the User Management page, click on "Add User" button on the top right corner.



3. On the New User page, enter the following details to create a new provider account:

a. Choose a profile image
b. Select the 
User Type
c. Select 'Yes' if you want to give admin access to the provider. If not, select 'No'.
d. Enter the Title. Note: This title box can only take 15 characters. If you try to add anything more than the specified limit it will show an error message.
e. Enter the User's Full Name
f. Enter Email Address
g. Enter a unique User Name
h. Enter Password. Note: Password must be 8-14 characters long, and must include at least one uppercase, one lowercase, and one digit.




4. If you want to copy all the appointment types from the main provider schedule to this user schedule, select "Yes" from the drop-down list or else select "No".



5. Continue entering other important details:

g. Select "Yes" or "No" depending on whether the new provider will create SOAP notes under his or her name
h. 
Select "Yes" or "No" depending on whether the new provider will submit claims under his or her name. Note that the following field appear only when you select "Yes" in this field. If you selected "No", then select billing provider from the drop-down. 
i. Select Billing Provider Entity Type
j. Enter Billing Address
k. Enter work phone number (optional)
l. Enter the new provider's cell phone
m. Enter the NPI number of the provider
n. Enter the Provider's State License Number
o. Enter Provider Tax ID
p. Select if the provider will submit claims through EIN or SSN
q. Once finished, click "Save"




6. The new provider account will appear on the User Management page as shown here.



Learn how to:


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