Jump To:

• Why You Should Have Individual Logins for Each User
• Log In / Log Out
• Password Reset
• 'Invalid Token' or 'Unauthorized' Errors
• Add a New User
• Delete a User
• User Roles in Breakthrough
• Change a User Role
• User Roles & Access
• Turn On/Off Text, Desktop, or Email Notifications
• No Longer Receiving BOOM Emails

Why You Should Have Individual Logins for Each User

To streamline access control and adhere to PHI confidentiality, every individual requiring Breakthrough access should have a unique login. 

While having a single login for all staff members might seem convenient, it is not recommended. 

Breakthrough provides an unlimited number of user profiles, allowing you to create individual logins for each team member. This ensures a tailored approach to access control, promoting security and compliance.

Log In / Log Out

You can log in to Breakthrough at https://ptworkshops.com/

• Log out of your account by going to the Settings gear in the top right corner of Breakthrough, then click Log Out.

Password Reset

Click this link to request a password reset email: https://ptworkshops.com/password/reset

• Password reset links expire if not used within 1 hour. If you're receiving an error when resetting your password, the link has likely expired, and you should request a new reset link.

'Invalid Token' or 'Unauthorized' Errors

If you are receiving an error when trying to set a password for the very first time, please contact support@getbreakthrough.com for assistance.

Add a New User

1. Log in to Breakthrough and open User settings
2. Click the blue Add New button
3. Enter the User's First Name and Last Name
4. Enter their email address (this is also their username)
5. Select the appropriate User Role
6. Choose which locations the user will have access to and select a Default Location
7. Confirm notification preferences
8. Click Save to create the user
9. The new user will receive an email with a link to set their password and log in

Delete a User

1. Log in to Breakthrough and open User settings
2. Click the red trash can next to the user you want to remove
3. Confirm your changes
   

User Roles in Breakthrough

Understanding the different user roles in Breakthrough is crucial for seamless management and access control. This guide outlines the significance of individual logins and how assigning specific user roles impacts the management of Breakthrough and access to Patient Health Information (PHI).

Breakthrough offers distinct user roles tailored for various functions within your clinic. These roles include:

• Administrators / Practice Owners
• Clinic Staff 
• Marketing Aids
• Workshop Community Partners 

The user role determines the areas of Breakthrough your team can manage and their access to PHI. It's important to align user roles with specific responsibilities to ensure smooth operations and compliance with HIPAA regulations.

Change a User Role

1. Log in to Breakthrough and open User settings
2. Click the pencil icon on the right side of the user you want to edit
3. Select the new user role from the drop-down field
4. Click Update to save

User Roles & Access

Some settings and PHI are unavailable for certain user types; only Admin and Marketing users can access Practice or Location settings. 

Review the table below to see the different user types and their permissions. 

Turn On/Off Text, Desktop, or Email Notifications

1. Click the settings gear to find and select Users
2. Click the pencil icon on the right side of the user you want to edit
3. Under Lead Notifications, check the boxes next to the type of notification you would like to enable/disable

No Longer Receiving BOOM Emails

If you suddenly stop getting BOOM emails, first check to make sure that the emails in your Location Settings are up to date. If everything is accurate, try searching your inbox for ptworkshops.com. 

• If you find emails in your spam folder, you should whitelist our email address and mark them as important. 
  
• If, after trying the steps above, you still can't locate BOOM emails, email support@getbreakthrough.com so we can help.
• More about BOOM emails