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This article provides step-by-step instructions on how to add new Practice Users and Billing Company Users in Elation Billing.

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Overview

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What is Adding a New User?

Adding a new user creates login credentials for staff members to access Elation Billing. There are two types of users: Practice Users (access to one practice) and Billing Company Users (access to multiple practices).

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Why is Adding a New User important?

Proper user management ensures staff have appropriate access to billing functions while maintaining security. Different user roles provide different levels of access and permissions.

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Workflow Instructions

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Adding Practice Users

Practice Users only have access to one practice.
  1. Navigate - Click on the Practice Settings option under the Settings drop-down menu.
Settings menu expanded showing "Practice Settings" highlighted with a red box, under the Settings and Support navigation options. Click on the Users Tab. Users tab selected in Practice Settings navigation, showing Fee Schedule, Billing Rules, Users, and Tags tabs
  1. Add User - Click on the Add User button, then enter the email and select the role. The user will receive an email to activate their account and create their password.
Practice Users page with the Add User button highlighted, showing an empty user table with columns for Email, First, Last, Mobile, Role, Active, and Actions. Add User dialog with empty User Email field and User Role set to "Staff," showing where to enter details before sending the activation email.

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Adding Billing Company Users

Bill Co Users can have access to multiple practices.
  1. Navigate - Start in a Practice you want the invitee to be able to access. By default, an added user will be provisioned access to the Practice from which the invite is sent. This access can be edited in Account Users. Click on the Practice Settings option under the Settings drop-down menu. Settings menu open showing Practice Settings, Account Users (highlighted with red border), and Billing options under the Settings tab.
  2. Add User - Click on the Add User button, then enter the email and select the role. The user will receive an email to activate their account and create their password. User list showing the highlighted "+ Add User" button, with two users listed: Brian Esser (Billco Staff, Active) and Heather Sams (Billco Admin, Active). Add User dialog with empty User Email field and User Role set to "BillCo Staff," used when inviting a new Billing Company User.
  3. Edit User Practice Permissions - Click on the Practices button to add or remove access to practice(s) for a user. The changes will take effect after they log off and log in again. User list row for Brian Esser (BILLCO STAFF, ACTIVE) with the Practices button highlighted, used to manage practice access permissions.