Provider Web User

System Administrators of accounts created after May 9, 2016 have the User Accounts settings option to assign Web User Roles. System Administrators of billing company accounts and accounts created prior to May 9, 2016 have both options: User Accounts settings and Web User Roles settings. The Web User Roles settings allow you to manage provider users in the practice so they can access the web platform.

You always begin with navigating to the Web User Roles settings before creating or editing a provider web user. For information about how to lock a provider web user, review Lock Web User.

New Provider Web User Navigate to Web User Roles. To prevent duplication, verify the provider user is not in the system then click + Add New User. Add User displays. Tip: When there are numerous users listed, use the search box to enter the first three letters of the user's name or email. User Type: Click Provider. Provider user options display. To add a Non-Provider user, review New Non-Provider Web User. Add Products for this Provider: Availability depends on the products activated for the practice. Click to select the product(s) to activate for the provider. Note: For Clinical subscribers, AI Note Assist Subscription, a monthly per provider subscription forAI Notes, is available for activation. If the subscription has not yet been activated for the practice, click Learn More and the Solution Center opens. Then, review the details. If the subscription is already activated for the practice, click to select the checkbox to add on to the provider. Account Information: Enter the provider user's account information. Individual NPI: The provider's 10-digit National Provider Identifier (NPI) number. To auto-populate additional details from the NPI registry database, enter the NPI then click Look Up. Taxonomy Code: The provider's taxonomy code number. Provider Type and Specialty: Click to select from the menu options. First, Middle, and Last Name: The provider's name. Credentials: The provider's credentials. Social Security Number: Applicable for Billing subscribers. The provider's SSN if used for claims billing purposes. E-Mail: The provider's email address to which they can only access their emails for security purposes. Note: This is the email address used to log into Tebra. Do not use a staff member's email address for the provider. Phone: The provider's contact phone number. Password and Repeat Password: Create a temporary password and verify it by entering it again. Note: Once the provider logs into Tebra with the temporary password, they are prompted their password has expired and to create a new password. Roles: If applicable, click to select additional roles for the provider. Tip: Click Learn more to view a comparison of each role's permissions. Note: For billing company accounts, the "System Admin" role automatically assigns the user the "Practice Administrator" role under Preset User Account Permission Settings. Additional Options: To allow the provider to grant themselves or other staff members the "System Admin" role in the event of an emergency, click to select "Allow emergency access for (Practice)". To allow prescribers to select this provider as a supervising provider on ePrescriptions, click to select "Enable Supervising Provider for Prescribing". This option is only available for eRx enrolled providers. Practice Access: Applicable for accounts with multiple practices and defaults to include access to the current practice. Note: System Administrators can only grant provider users access to practices they themselves can access. To grant the provider user access to specific practices, click in the open field and select the appropriate practices. If there are numerous practices, enter all or part of the practice name to find the practice then select it. To grant the provider user access to all available practices, click in the open field and select Select All. Profile Photo: Upload a photo of the provider. Drag and drop an image or click browse for a photo to search and select a photo. Click Create User. The Confirm Adding Provider License pop-up opens.
Review the Terms of Service. To accept the terms, click to select "I agree with Tebra's Terms of Service and authorize this addition to my invoice.". Click Submit. The new provider user displays under User Settings.
Edit Provider Web User Navigate to Web User Roles then find the provider and click Edit User. Edit (Provider Name) displays. Make the necessary changes: If applicable, select additional products to add to the provider. Note: For Clinical subscribers, AI Note Assist Subscription, a monthly per provider subscription for AI Notes, is available for activation. If the subscription has not yet been activated for the practice, click Learn More and the Solution Center opens. Then, review the details. If the subscription is already activated for the practice, click to select the checkbox to add on to the provider. Update the provider's Account Information, Roles, Additional Options, Practice Access (applicable for accounts with multiple practices), and/or Profile Photo. When finished, click Save. If an additional product was added to the provider, the Confirm Adding Provider License pop-up opens. Review the Terms of Service. To accept the terms, click to select "I agree with Tebra's Terms of Service and authorize this addition to my invoice." then click Submit.