Adding a new user to your NextPatient account is easy, as long as you are an Admin on your account. To do this, first you'll log into your NextPatient account at nextpatient.co/admin.
If you have multiple locations, select the location where you'd like to add the user. If you need to add the user to multiple locations, that's easy to do as well.
Once you've clicked into the location you'll click on Settings > Permissions.
Once on the Permissions tab you will see the option to create a new user. You will just need to enter the person's First name, Last name, Email, and Role.
The role breakdown is very simple-
Admin- Has access to everything in the NextPatient account
Managers- Have access to all the settings, but don't have the ability to add or remove users
Staff- Doesn't have access to any of the Settings
Once you click "Create user" you're done!
In the cases where this user needs to be added to multiple locations, you need to click on the other location(s) and follow the same steps of clicking on Settings > Permissions, but instead of creating a new user, you'll use the "Search for existing user by email:" field:
Once you have added the user to all the required locations, you can send them this link, showing them how to log in to their NextPatient account:
Click here for Log In Help Article