Add Team Member

Before you can add a team member, you must have already added your practice. If you haven’t done that yet, go back and do that first.

First login to the main Patient Tracker V site (https://patienttrackerv.com).

Navigate to Your Settings

• Click your name in the top right corner of your screen.

• Select “Your Settings”.

Click on “Practices” in the left hand menu.

Click on the icon of a person with a plus sign.

Click “Members” in the left hand menu.

Fill out the form to add your team member.

Enter their full name and email address.

Click “Add Team Member”

Your team member will receive an email from us. Your team member should then follow the link in the email where they will be able to set their own password.

Tell you team member to look for the email.

Note

Adding a team member will not give them access to your account on patienttrackerv.com, it will instead give them access to your team’s private site at {your team}.patienttracker.com.

This means your teammates won’t have access to billing or be able to add other members.