Getting Started With Two-Factor Authentication (2FA)

Add an extra layer of security to your login process.

About Two-Factor Authentication

Improve your clinic's digital security by setting up Two-Factor Authentication for your Staff and your Patient Portal Users.

Adding Two-Factor Authentication for Staff

• To enable Two-Factor Authentication for your clinic, an Administrator can go to:
  • On Desktop: Admin Config > Options > Security > Two-Factor Authentication.
  • From Staff Portal: Options > Security > Two-Factor Authentication.
• Select either Disabled for all, Enabled for All, or Per-User Option.
• Click Save.

Setting Up Two-Factor Authentication for an Individual Staff

• An Administrator can go to:
  • On Desktop: Staff > Staff Info > Additional Options.
  • From Staff Portal: Staff > Staff Info > Additional Options.
• Check the box for Enable Two-Factor Authentication.
• Click Save.
• Advise the user that after entering their password to log into ClinicTracker, they will be asked to enter the one-time code, which is sent to their email or SMS, based on the method selected by the Administrator.

Adding Two-Factor Authentication for Patient Portal Users

• To enable Two-Factor Authentication for your Patient Portal, an Administrator can go to:
  • On Desktop: Admin Config > Options > Security > Security > Allow Two-Factor Authentication within Patient Portal (There is a second setting to control default messages to Email, SMS or both: Two-Factor Authentication Option for Patient.
  • From Staff Portal: Options > Security > Allow Two-Factor Authentication Within Patient Portal Select either Disabled for all, Enabled for All, or Per-User Option.
  • There is a second setting to control the default method Options > Security > Two Factor Authentication Option for Patient. Select Email, SMS or Both
• Click Save.

Setting Up Two-Factor Authentication for an Individual Patient Portal User

• To enable Two-Factor Authentication for Patient Portal User, Staff can go to:
  • On Desktop: Patient Portal Account Setup > Choose Patient > Enable Two-Factor Authentication.
  • From Staff Portal: Patient Portal Account Setup > Choose Patient > Enable Two-Factor Authentication.
  • There is a second setting to control default messages to Email, SMS or both: Two-Factor Method.
• Check the box for Enable Two-Factor Authentication and select the desired Two-Factor Authentication Method.
• Click Save.
• Advise the Portal Users that after entering their password to log into ClinicTracker, they will be asked to enter the one-time code, which is sent to their email or SMS based on the method selected by Staff.