A designated practice administrator can add, edit, or remove users/staff from the User settings in the EHR. Use this article to learn more about adding and editing users including password resets.
Any account administrator can add, edit, or remove users when logged into Practice Fusion. Administrators can also help reset passwords, login email, or phone numbers if login issues are encountered by a staff member by following the instructions below.
To add anew user to your Practice Fusion account, enter contact details for your new user and designate their permissions. A new user must have the Practice Access Code(PAC) in order to set up their account. Provide the PAC to the person you've added as a new user. (The PAC changes weekly and is case-sensitive, we suggest not writing this code down or sending it electronically)
Add a new user to your Practice Fusion account
1a. Click the Users tile from theDashboard
1b. Navigate to Settings on the top right corner of theDashboard. Scroll down to Users under Practice settings.
2. To add a new user, fill out the users name, email, and role in the fields at the top of the Add users screen, shown inGraphic 1, below. Choose their Access level, the Access level or “edit level” on a user’s Profile section designates which areas they can edit within Practice Fusion and is based on the role they perform in the practice.You can also designate whether or not you want that user to have administrator and/or emergency access permissions.
Graphic 1: Add new user
3. Click Add.
Note: If you encounter an error message stating "the provided login email address is already in use by another user," you'll need to ask the new user to provide an alternate email address. Each person needs a unique email address for each Practice Fusion practice they log in to. Once an email address has been claimed, it cannot be used by any other user in a Practice Fusion account. Learn how to setup a unique email address for someone in your practice.
4. The provider/staff name will display below, and a verification email will be sent to that provider's email address on file. Here you can resend the email as needed. Please Note: The link in the verification email does not expire however, the Practice Access Code (PAC) changes weekly, see next section to learn more about the PAC.
5. We advise the new user go to, As a new user, how can I login for the first time?, for detailed instructions on how a newly added user can successfully complete their login and actively login to the practice account you added them to.
Providing a Practice Access Code (PAC)
The PAC will need to be provided to the new user, for them to log in to their account. For security measures, it is recommended that administrators tell new users this code verbally instead of electronically (via email, text, etc.) When adding a new user, yourPractice Access Code will be available in two places:
1a. WithinSettings, in the top left corner of theUserssection, as shown below inGraphic 2.
1b. On yourPractice Dashboard, listed on theUserstile
Graphic 2: PAC on User page
How do I remove users?
Any accountadministratormay deactivate a user from the Users section.
1. Click on the user’s name you would like to deactivate, scroll down to theLoginsection and mark theUser accessasInactive. (SeeGraphic 3, below.)
2. Be sure to clickSavein the top right corner after you have marked the user as inactive.
This user will no longer be able to log into the account unless reactivated again by an Administrator.
Graphic 3: Deactivate a user
How do I edit user profiles?
Anyadministratormay edit a user's profile by navigating toSettings, thenUsers. Click on the user’s name you would like to edit.
From this screen, an administrator can edit:
I need help logging in
As a new user, how can I login for the first time?
What should I use as my two-factor verification phone number?
How do I set up my phone?
How do I access my EHR if my phone is lost or stolen?
How do I reset my password?
To add anew user to your Practice Fusion account, enter contact details for your new user and designate their permissions. A new user must have the Practice Access Code(PAC) in order to set up their account. Provide the PAC to the person you've added as a new user. (The PAC changes weekly and is case-sensitive, we suggest not writing this code down or sending it electronically)
Add a new user to your Practice Fusion account
1a. Click the Users tile from theDashboard
1b. Navigate to Settings on the top right corner of theDashboard. Scroll down to Users under Practice settings.
2. To add a new user, fill out the users name, email, and role in the fields at the top of the Add users screen, shown inGraphic 1, below. Choose their Access level, the Access level or “edit level” on a user’s Profile section designates which areas they can edit within Practice Fusion and is based on the role they perform in the practice.You can also designate whether or not you want that user to have administrator and/or emergency access permissions.
Graphic 1: Add new user
3. Click Add.
Note: If you encounter an error message stating "the provided login email address is already in use by another user," you'll need to ask the new user to provide an alternate email address. Each person needs a unique email address for each Practice Fusion practice they log in to. Once an email address has been claimed, it cannot be used by any other user in a Practice Fusion account. Learn how to setup a unique email address for someone in your practice.
4. The provider/staff name will display below, and a verification email will be sent to that provider's email address on file. Here you can resend the email as needed. Please Note: The link in the verification email does not expire however, the Practice Access Code (PAC) changes weekly, see next section to learn more about the PAC.
5. We advise the new user go to, As a new user, how can I login for the first time?, for detailed instructions on how a newly added user can successfully complete their login and actively login to the practice account you added them to.
Providing a Practice Access Code (PAC)
The PAC will need to be provided to the new user, for them to log in to their account. For security measures, it is recommended that administrators tell new users this code verbally instead of electronically (via email, text, etc.) When adding a new user, yourPractice Access Code will be available in two places:
1a. WithinSettings, in the top left corner of theUserssection, as shown below inGraphic 2.
1b. On yourPractice Dashboard, listed on theUserstile
Graphic 2: PAC on User page
How do I remove users?
Any accountadministratormay deactivate a user from the Users section.
1. Click on the user’s name you would like to deactivate, scroll down to theLoginsection and mark theUser accessasInactive. (SeeGraphic 3, below.)
2. Be sure to clickSavein the top right corner after you have marked the user as inactive.
This user will no longer be able to log into the account unless reactivated again by an Administrator.
Graphic 3: Deactivate a user
How do I edit user profiles?
Anyadministratormay edit a user's profile by navigating toSettings, thenUsers. Click on the user’s name you would like to edit.
From this screen, an administrator can edit:
- The user's Name, Degree, Specialty, and Role (Note: If the user has completed e-Prescribing verification, their name cannot be edited within the EHR. If this is necessary, please contact ourCustomer Serviceteam for further assistance)
- Facility
- Online booking page
- Medical identifiers
- Login credentials
I need help logging in
As a new user, how can I login for the first time?
What should I use as my two-factor verification phone number?
How do I set up my phone?
How do I access my EHR if my phone is lost or stolen?
How do I reset my password?
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