How do I add new users to my healthcare provider account?

To add a new user to your provider account, sign in to ChartRequest and navigate to the care coordination page. Click your organization’s name in the top right corner and select “My Organization.”

Scroll to the bottom of this page to find your list of account users. Click “Invite Your Colleagues” 

Enter the user’s information and click “Send Invitation” to email them an invitation to join your organization.

If you would prefer to use the legacy platform, click the “My Organization” tab from the top banner. Under “General Settings,” click “Invite Your Colleagues.” 

Enter the name and email address of anyone you want to access your account and click “Send Invite.” To view your current users, click “View X User(s).”

This video will provide a step-by-step guide to adding new users to your account via the legacy platform: