Setup Providers and Staff on DrChat

Step-by-Step Instructions

1. Sign In to DrChat

Visit the DrChat Portal Login Page on your web browser.
Log in using your credentials.

2. Navigate to the Users Tab

Click on the Users tab and select Staff and Providers.

In this view, you can see which members of your team have already been added to DrChat.

3. Add Team Members

Click on the Users tab and select Manually Add a Staff Member.
Enter the provider or staff member’s name, phone number, EMR ID if applicable.

Assign the appropriate role (e.g., Provider, Admin, Support Staff).
Select Send Welcome SMS to send a notification to team member
Click Add Staff.

4. Manage Existing Team Members

Navigate back to Staff and Providers.
Click on the edit icon next to the team member’s name to edit their role or remove them from the practice.
Click Save Changes.

Troubleshooting / FAQs

Q: I don’t see the option to add team members. What should I do?
A: Ensure you are logged in with an administrator account. If the issue persists, contact DrChat support.

Q: How do I remove a team member?
A: Go to Staff and Providers, select the team member, and choose the option to remove them.

How to Enroll Your Patients on DrChat
How to Create an Encounter on DrChat
How to Submit an Encounter for Reimbursement

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