Rcopia: How to Register New Staff

To register new staff, you must access the Utilities menu.

Step 1: Click the menu icon (three horizontal lines) at the top-left corner of your page, then click Utilities.

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Step 2: Click Members Area.

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Step 3: Click the Account Management tab.

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Step 4: Select the practice where you will register new staff.

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Step 5:  There are two ways to add users.  Almost all practices utilize the User Summary.

  5a)  User Summary (All Admins) - This option allows Admins to create individual User Profiles.

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  • Select the appropriate role in the Register New User dropdown and click Add.

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  • Complete all fields with a red asterisk* and click the name of the location so it is highlighted.  If the user is a provider who will prescribe controlled substances, be sure to populate the DEA number. Select Submit
  • If the user is a Provider, you will need to send an invite for identity proofing.  From the User Summary, click the box to the left of the provider's name and select Send Idp Invite or Send EPCS Gold Invite (if the provider will prescribe controlled substances).

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  • Provide the user their login credentials.  Providers will need to complete identity proofing prior to logging in.

  5b)  Register New Users (batch upload) -  Only use if instructed by your Account Manager or Sales Representative.

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  • Click the Batch Upload Spreadsheet option. 

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  • Upload a spreadsheet containing all the new users you wish to register by clicking the Choose File or Upload File button, then selecting the appropriate spreadsheet.

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