--- title: "Practice Settings: Adding and Editing Information" description: add edit practice --- [Skip to content](https://help.samacare.com/practice-settings-adding-and-editing-information#main-content) English - United States Show submenu for translations [![samacare logo](https://help.samacare.com/hubfs/SamaCare_logo_hubspot.svg)](https://www.samacare.com/) - [Home](https://help.samacare.com/) Open main navigation Close main navigation - [Home](https://help.samacare.com/) - English - United States Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [SamaCare Help Center](https://help.samacare.com/?hsLang=en-us) 2. [Getting Started](https://help.samacare.com/getting-started?hsLang=en-us) July 22, 2026 # Practice Settings: Adding and Editing Information ## This article explains how to add and manage users, providers, and locations within SamaCare. Learn how to create new records, update existing information, and keep your practice data accurate and up to date. - [Add a New User](https://help.samacare.com/practice-settings-adding-and-editing-information#add-user) - [Edit an Existing User](https://help.samacare.com/practice-settings-adding-and-editing-information#edit-user) - [Add a New Provider](https://help.samacare.com/practice-settings-adding-and-editing-information#new-provider) - [Edit an Existing Provider](https://help.samacare.com/practice-settings-adding-and-editing-information#edit-provider) - [Add a New Location](https://help.samacare.com/practice-settings-adding-and-editing-information#new-location) - [Edit an Existing Location](https://help.samacare.com/practice-settings-adding-and-editing-information#edit-location) --- Navigate to the **Practice Settings** tab by clicking on the gear icon in the left-hand menu in SamaCare. #### Add a New User  1. Select the **Users** tab, then click **New** on the right side of the screen. ![Users](https://help.samacare.com/hs-fs/hubfs/Users.png?width=291&height=42&name=Users.png) ![New](https://help.samacare.com/hs-fs/hubfs/New.png?width=601&height=28&name=New.png) 2. Enter the user’s first name, last name, and email address. 1. Each user must have a unique email address. Shared email addresses cannot be used for more than one user. ![Create User](https://help.samacare.com/hs-fs/hubfs/Create%20User.png?width=324&height=159&name=Create%20User.png) 3. After entering the user’s details, click **Create**. 1.  A Success notification will appear in the upper-right corner to confirm that the user has been added. #### Edit an Existing User  1. From the **Users** tab, select the user whose information you want to edit. A window will open where you can update the following: - First and last name - Email - Phone number - User role: **Admin** or **Read-Only** ![edit user](https://help.samacare.com/hs-fs/hubfs/edit%20user.png?width=670&height=145&name=edit%20user.png) 2. You can also edit the user’s institutions. Select **Edit user institutions** to add any other institutions created under your umbrella practice name. 3. If a user is no longer with the practice, you can deactivate their account. Select **Deactivate Account** to remove the user from SamaCare. 4. You can also add or remove admins by checking or unchecking the **IsAdmin** box. ![admin](https://help.samacare.com/hs-fs/hubfs/admin.png?width=467&height=222&name=admin.png) 5. Once you have made your edits, click **Save Changes.** ---   #### Add a New Provider 1. Select the **Providers** tab, then click **New** on the right side of the screen. ![providers tab](https://help.samacare.com/hs-fs/hubfs/providers%20tab.png?width=302&height=48&name=providers%20tab.png) ![provider new](https://help.samacare.com/hs-fs/hubfs/provider%20new.png?width=604&height=60&name=provider%20new.png) 2. Enter the provider's NPI so that SamaCare can conduct a search.  ![npi search](https://help.samacare.com/hs-fs/hubfs/npi%20search.png?width=405&height=211&name=npi%20search.png) 3. If we are unable to retrieve the provider details using the NPI provided, you will be prompted to enter the information manually. 1. First and last name, and NPI are required.  ![add provider](https://help.samacare.com/hs-fs/hubfs/add%20provider.png?width=394&height=234&name=add%20provider.png) 4. After entering the provider's details, click **Add Provider.** #### Edit an Existing Provider 1. From the **Providers** tab, select the **pencil icon** next to the provider you want to edit. A window will open where you can update the following: - First and last name - Specialty - TIN - DEA - License Number - Label ![edit provider](https://help.samacare.com/hs-fs/hubfs/edit%20provider.png?width=670&height=26&name=edit%20provider.png) ![edit provider 2](https://help.samacare.com/hs-fs/hubfs/edit%20provider%202.png?width=360&height=255&name=edit%20provider%202.png) 2. If you wish to remove a provider from the list, you can do so by selecting the trash can icon next to the provider's name. 1. You will be asked to confirm if you'd like to delete the provider.  ![edit provider 3](https://help.samacare.com/hs-fs/hubfs/edit%20provider%203.png?width=670&height=23&name=edit%20provider%203.png) ![Jv6zAvmlh-EU14ULKVZjhD3T68Ek7HCT6w](https://help.samacare.com/hs-fs/hubfs/Jv6zAvmlh-EU14ULKVZjhD3T68Ek7HCT6w.png?width=259&height=96&name=Jv6zAvmlh-EU14ULKVZjhD3T68Ek7HCT6w.png) 3. Once you've made your edits, click **Update Provider**. The provider’s NPI will appear grayed out and cannot be edited. If the NPI is incorrect, you will need to delete the provider and create a new entry. --- #### Add a New Location 1. Select the **Locations** tab, then click **New** on the right side of the screen. ![location](https://help.samacare.com/hs-fs/hubfs/location.png?width=352&height=43&name=location.png) ![new location](https://help.samacare.com/hs-fs/hubfs/new%20location.png?width=605&height=31&name=new%20location.png) 2. Enter the location's NPI so that SamaCare can conduct a search. ![location npi](https://help.samacare.com/hs-fs/hubfs/location%20npi.png?width=325&height=234&name=location%20npi.png) 3. If we are unable to retrieve the location details using the NPI provided, you will be prompted to enter the information manually. 1. Location Name, NPI, Address, City, State, Zip, and TIN are required. ![Screenshot 2026-06-10 at 12.11.22 PM](https://help.samacare.com/hs-fs/hubfs/Screenshot%202026-06-10%20at%2012.11.22%20PM.png?width=297&height=353&name=Screenshot%202026-06-10%20at%2012.11.22%20PM.png) 4. After entering the location details, click **Add Location.** #### Edit an Existing Location 1. From the **Location** tab, click on the pencil icon next to the location that you want to edit. A window will open where you can update the following: - Location Name - Address (including city, state, and zip) - PTAN - Fax number - TIN - Specialty code & description ![edit location pencil](https://help.samacare.com/hs-fs/hubfs/edit%20location%20pencil.png?width=590&height=119&name=edit%20location%20pencil.png) 2. If you wish to remove a location from the list, you can do so by selecting the trash can icon next to the location name.  1. You will be asked to confirm if you'd like to delete the location. ![confirm location delete](https://help.samacare.com/hs-fs/hubfs/confirm%20location%20delete.png?width=346&height=141&name=confirm%20location%20delete.png) 3. Once you've made your edits, click **Update Location.** The location's NPI will appear grayed out and cannot be edited. If the NPI is incorrect, you will need to delete the location and create a new entry.   - [Welcome Aboard](https://help.samacare.com/welcome-aboard?hsLang=en-us) - [Getting Started](https://help.samacare.com/getting-started?hsLang=en-us) - [Authorizations](https://help.samacare.com/authorizations?hsLang=en-us#main-content) - [Submitting Authorizations](https://help.samacare.com/authorizations?hsLang=en-us#submitting-authorizations) - [Managing Authorizations](https://help.samacare.com/authorizations?hsLang=en-us#managing-authorizations) - [Help and Support](https://help.samacare.com/help-and-support?hsLang=en-us) - [FAQ](https://help.samacare.com/faq?hsLang=en-us) - [EHR](https://help.samacare.com/ehr?hsLang=en-us) - [Home](https://help.samacare.com/) [![samacare logo](https://help.samacare.com/hubfs/SamaCare_logo_hubspot.svg "samacare logo")](https://www.samacare.com/) Copyright © 2026,