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Tebra Help Center

Enable Two-Factor Authentication

Updated: 06/12/2024|Views: 2995

Take the necessary steps to minimize your practice’s security vulnerabilities such as viruses, hackers and other cyber attacks, by requiring your team to verify their identity when logging into Tebra and accessing its data, rather than just asking for a username and password.

Two-Factor Authentication (2FA) is enabled at the account level and is enabled for all users for all practices under the account. Any practice administrator can enable for the account. Review the Two-Factor Authentication FAQs to learn more.

icon_warning.png Important Note: Before enabling 2FA, System Administrators must verify the email and phone number for all providers and users in the Web Application and/or users in the Desktop Application (PM). Users will not be able to access Tebra if the following information is not entered correctly.

  • E-Mail: The user must have a valid unique up-to-date email address to which they can only access to receive a confirmation code
  • Phone: The user must have a mobile phone number to which they can receive a confirmation code via text message

Access Two-Factor Authentication

  1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
  2. Click Tebra. Additional setting options expands.
  3. Click Two-Factor Authentication. The Two-Factor Authentication page opens.
Platform_2FA_Access.png

Enable Two-Factor Authentication

Enabling 2FA will require all users to authenticate their identity when logging into Tebra.

Before proceeding, System Administrators must verify that all providers and users in the Web Application and/or users in the Desktop Application (PM) each have a valid unique up-to-date email address and a mobile phone number to which only they can access the confirmation code. Users will not be able to access Tebra if the email and phone number are not entered correctly.

  1. Click to select "Enable Two-Factor Authentication".
  2. Click Save. The Enabling Two-Factor Authentication pop-up window opens.
  3. Click Continue to complete authentication. The Login MFA page opens.
Platform_2FA_Enable.png
  1. Click to select "Email Address" or "Text Message".
  2. Click Continue. A 6-digit code is sent to the user's email or phone number based on the selected method.
    Note: The confirmation code expires after 15 minutes.
Platform_2FA_EnableMethod.png
  1. Once the code is received via email or text message, enter the 6-digit code in the Confirmation Code field.
    Note: Users has 7 attempts to enter the correct 6-digit code. If the user fails all attempts, the user account will be locked and will require a System Administrator to reactivate the user account.
  2. Click Confirm. The Two-Factor Authentication page opens and the status updates to Enabled. All users in the account will be required to verify their identity using Two-Factor Authentication to access Tebra.
Platform_2FA_EnableConfirm.png
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