Add New User (K)

Add New User

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

It is Extremely Important that a user only logs into Katana 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.


Please follow the steps below to add a new user


Step 1.) Go to Administration


Step 2.) Select Users


Step 3.) Select ADD



Step 4.) Enter in all necessary info for New Katana User

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

Step 5.) Once you have added the appropriate data click “Save”.




Once completed, you will see the new user displayed in list

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

Step 6.) While looking at the list of users, click on the new user within the list and select the Privileges tab 



Step 7.) Double Click the appropriate box to add a check mark, indicating that the user can have access to that specific area of Katana. Then click Save.


  • 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 Katana 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



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.




- Katana Support Information -

 If you have any questions or need assistance with this process please contact Katana Support by:

Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side) within Katana, click the green 'Support' box in bottom right of screen.***This has the fastest response time***

Phone: 858-800-2367


Business hours: Monday-Friday, 8:00am-6:00pm CST




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