A PDF containing step-by-step instructions with pictures is available to view or download at the bottom of the page.

The Create User tool allows you to create accounts for specific Users. 

Create User – Non-Provider

1. In the Administration section, hover over Users and click on Create User.


2. Use the drop-down menus to select the Profile and Security Level. See How-To Guide: User Profiles and Security Levels for more details. These may be changed later. Enter the User’s first name, last name, and email in the User Details fields and click CREATE USER.

3. You will see a pop-up that indicates success. The User will receive two emails from accounts@hybridchart.com. One will contain their Username and Practice Key, and the other will contain a temporary Password. NOTE: This email may go to Junk. Depending on your Practice’s firewall settings, you may need to whitelist the email “accounts@hybridchart.com".


Create User – Provider

1. From the Create User view, select the appropriate profile from the drop-down menu. Provider options are Physician, Physician Assistant, and Nurse Practitioner.

 

2. If Tickets are turned on for your Practice so that Charges can transmit to the EHR/EPM via the interface, you will be required to enter the EHR ID for the Provider. This is the ID number assigned to the Provider in your Practice’s EHR/EPM.

3. Select the security level. Providers MUST have a security level of at least 3 to access the Charge Capture areas.

4. Enter the Provider’s first name, last name, and email into the fields and click CREATE USER.

5. If your Practice does not have the necessary number of licenses, you will see this pop-up. You must click YES, I AGREE to continue.

If your Practice has an available license, then you will not see the pop-up.

6. You will see a pop-up that indicates success. The User will receive two emails from accounts@hybridchart.com. One will contain their Username and Practice Key, and the other will contain a temporary Password. NOTE: This email may go to Junk. Depending on your Practice’s firewall settings, you may need to whitelist the email “accounts@hybridchart.com.”