Add New User


Anyone that will be using the CoAction software needs to have their own CoAction Username and Password.  This is what they will use to log into the CoAction EMR software.

It is Extremely Important that a user only logs into CA with their unique username and password on one computer at a time, as data and settings may not save properly.

If a user needs to be logged into more than one computer at a time, that user will need additional usernames created for themselves. This is typically done for doctors that need to be logged in, in several treatment rooms at a time. The users password can be the same for all accounts but, username needs to be slightly different.



Let’s get Started


Under Admin

Select Users

Select ADD



Enter in all necessary info for New CA User

The Titronics box should be left blank if the provider is not using this as a means of analysis.

Once you have added the appropriate data click “Save”.



Once completed, you will see New user displayed in list


Each user can have permissions set, allowing that user into various areas of the CA software. Here is how to set those permissions.


While looking at the list of users, Click on the new user within the list and select the privileges tab



Double Click the appropriate box, indicating the user can have access to that specific area of CoAction.

  • Main- Admin Section
  • Billing
  • Practice Diagnosis
  • Reporting


Please note: There is not a way to remove certain aspects of a section.

For Example:

If a user can access Reporting, the user will have access to ALL Reports in the Reports area of your CA toolbar.

Additionally, you also have the ability to tie a patient to a Group instead of selecting individual Privileges.

(The Groups and privileges tied to a group are Created under Admin>> User Groups)


Groups created will be displayed under the Groups tab


CA has a few groups already created

  • Doctors - All Privileges
  • Front Desk - Billing and Main Admin Section
  • Billing- All Privileges
  • LMP- Billing, Practice Diagnosis and Reporting


To tie a user to a specific group, you will double click the appropriate group and select Save. 

If you would like to create your own groups with a different set of privileges, please go to Admin> User Groups.


Training Video Reference

Please keep in mind, this is an old training video and may not provide a full explanation but, is provided for a visual walk through.


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