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Switching Between Practices

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Table of Contents

Update Practice Multiple Practice FAQ

Staff and Manager users may have access to more than one Practice within Artera. Enterprise Users will always have access to all Practices. Learn more about the three different user types here. 

Update Practice

To change the Practice you are currently in, scroll to the top-left section of Artera. The Practice drop-down menu allows you to select a different Practice. 

Click on the drop-down menu and choose the Practice you would like to view. Practices are displayed in alphabetical order. You can also search for a specific Practice, if easier. 


Multiple Practice FAQ

My Practice menu does not have the drop-down. How can I access other Practice(s)? 

If you are unable to access other Practices from the drop-down, it is likely that the email address you signed in with does not have access to any other Practices. If you previously had access to additional Practices, your access may have been removed. Please connect with your Artera admins to identify which Practice(s) you should have access to.

How do I provide Staff or Manager Users access to additional Practices?

To allow Staff or Manager Users access to multiple Practices, create a new profile for the user within the desired Practice. When creating the new user account, be sure to use the same email address; this connects the accounts and allows the user to easily switch between Practices. 


Note: When a user is added to another Artera Practice within the same Enterprise, they will not receive another welcome email. 

welcome email user across multiple practices add new user

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