You can find the Mikata app by opening your web browser and navigating to https://app.mikatahealth.com.
Note: The Mikata app is only compatible with Google Chrome, Apple Safari, and Mozilla Firefox web browsers.
Once you reach the login screen, enter the username and password you created when you were invited to the app.
You will be prompted to enter your 2FA passcode from your authenticator app. Open the app, retrieve the 6-digit code, and input it into the login screen to verify your identity.
If you lose access to your authenticator device, don't worry—you can use one of your recovery codes to regain access:
Click “Submit Recovery Code” on the login screen.
Enter one of your saved recovery codes to recover your account.
If you have lost your recovery codes, click the “Contact Us” button, and our Customer Success team will assist you in recovering your account.
Go to the Login Page: On the login page, click the "Forgot Password" link.
Enter Your Email: A prompt will appear asking you to enter the email address associated with your account. After submitting, check your inbox for a password reset email.
Tip: If you don’t see the email, check your spam or junk folders.
Check Your Email: You’ll receive an email from us with the subject line "Reset Your Password". Open the email and click the "Reset Password" button.
Note: If you did not request a password reset, you can ignore this email.
Reset Your Password: You’ll be directed to a page where you can create a new password.
Your new password must:
Be at least 9 characters long.
2FA Authentication (if enabled): After entering your new password, you'll be prompted to verify your identity using your authenticator app. Enter the 6-digit 2FA passcode.
Confirmation: Once verified, your password is updated, and you can log in with your new credentials.
Go to Settings: Log in to your account and navigate to the "Settings" menu.
Select Account Safety: Under the "General" tab, locate the "Account Safety" section and click "Change Password".
Enter Current and New Password: You’ll be ask to type in your current password and then create a new password.
Password Requirements: Ensure your new password meets these criteria:
At least 15 characters long.
Includes at least 1 lowercase, 1 uppercase, 1 number, and 1 special character
Update Confirmation: After successfully changing your password, a confirmation message will appear.
Email Confirmation: You will receive an email notification confirming that your password has been updated.
Mikata users with admin permissions (i.e. Clinic Manager) have the ability to reset the password of other Mikata users.
If any Mikata users are locked out of their account, an admin user can complete the following steps to reset their password:
Go to settings
Click on the gear symbol on the left side of the main Mikata dashboard, then choose 'settings'.
Select 'users' and find the user who requires the password reset
Click on 'users' at the top and select the name of the user that requires the password reset.
Press the 'reset password' button
Once you are on the individual user's settings, click the blue 'reset password' button.
You're done! The Mikata user will receive an email to reset their password.
The email may go to a spam folder so make sure you check there as well.
If the admin user is locked out of their account or if you ever have trouble resetting a password, please email help@mikatahealth.com or submit a help request here.
To enhance the security of your account, two-factor authentication (2FA) is now required by your organization. 2FA adds an extra layer of protection by requiring not just your password, but also a verification code generated by an authenticator app on your mobile device. Follow the steps below to set it up and secure your account.
To get started, download an authenticator app such as Google Authenticator or Microsoft Authenticator on your mobile device. These apps generate time-based, one-time passcodes (TOTP) that are used to verify your identity during the login process.
Google Authenticator: Available for both Android and iOS, it’s simple to use, and does not require an internet connection to generate codes.
Microsoft Authenticator: Also available on Android and iOS, this app provides added features like cloud backup for your accounts and biometric security options.
You can find these apps on the App Store (iOS) or Play Store (Android).
What is an Authenticator App?
Authenticator apps like Google Authenticator and Microsoft Authenticator are mobile apps that generate 6-digit codes every 30 seconds. These codes are unique to your account and can only be used once. Even if someone knows your password, they won’t be able to access your account without this code, adding an extra layer of protection.
Once you’ve installed the app, follow these steps:
Open the authenticator app on your mobile device.
Tap the “+” symbol to add a new account.
Scan the QR code that appears on your screen within the app.
If you're unable to scan the QR code, you can manually enter the code that is displayed on the modal.
The authenticator app will generate a 6-digit code. Enter this code in the verification field in the app and click “Verify” to complete the setup.
Save these codes in a safe place, both digitally and physically. Click the “Download Recovery Codes” button to save them to your device.
Once you have saved your recovery codes, click “Done” and your 2FA setup is complete!
After setting up the authenticator app, download your recovery codes. They let you regain account access if you lose your phone or can’t use the app. Without them, you might be locked out.
If you need to change the authenticator app you're using, follow these steps:
Go to Settings within the app.
Under General, select Account Safety and click “Change Authenticator App.”
A message will pop up informing you that your old authenticator app will no longer work. To set up a new app:
Open the authenticator app of your choice.
Scan the QR code provided or enter the given code manually.
Enter the 6-digit code generated by the new app.
Once verified, a message will confirm that your authenticator app has been updated.
Remember to download your new recovery codes as these will replace the old ones.
After successfully setting up your authenticator app, you’ll see a green checkmark in your Account Safety section, along with the date when 2FA was enabled. Your account is now fully protected.
This section covers the basics of using our app. Whether you are a first-time user or managing multiple accounts, this section will guide you through the essential tasks needed to get started and maintain your account effectively.
What's Inside:
Passwords & Logging In Learn how to securely log in, reset your password, and enable two-factor authentication (2FA) for enhanced security. This section also includes troubleshooting steps for common login issues.
Navigating the App Find your way around the app's interface with tips on accessing key features, managing your workflow, and customizing your dashboard.
User Management Understand the different user types, how to add new staff to your organization, and how to deactivate or change staff roles. This section provides a comprehensive guide to managing your team effectively.
Each topic is accompanied by step-by-step instructions and visuals, including screenshots, to ensure you can easily follow along and complete tasks.
By default, you'll land in the Appointments section of the app. Use the menu bar on the lefthand side to navigate between sections of the app:
Analytics
For more information, please contact our sales team. Submit a help request here.
Settings
There are two types of users, staff and provider. The sections below explain what these user types are.
Staff users can have an Admin status or a Basic status. Understanding the difference between them is crucial to ensure your team members have the right access. Below is a detailed comparison to help you identify the right user type for your staff.
Admin status is typically assigned to clinic managers or senior staff members. We recommend that each clinic has at least two Admin users for security reasons, in case one is locked out of their account. Admin users have the following abilities:
Access to Patient and Appointment Information: View data from all clinic locations (with permissions), if the clinic has multiple sites.
Analytics and Marketing Tools:
View the Analytics dashboard.
Access and share Appointment Request links via static link, QR Code, or Code Snippet.
Upload Data & Campaign Management: Admin users can upload data into Mikata (e.g., CSV files) and independently create and send marketing campaigns.
User Management:
Add or deactivate users.
Assign or adjust a user’s status (Admin, Basic, etc.) and manage location-specific permissions.
Basic status is given to staff members who require limited access to Mikata. They can:
Access Patient and Appointment Information: View data only for locations they have permission to access.
Limited Functionality: Basic users cannot upload data or manage users. They have restricted access to certain tools and features.
Note: If a basic user needs a password reset, an Admin user can send them a reset link.
This role is similar to the Basic status but with one key difference: they can upload data. Users with this status can:
Upload Data: Upload CSV files or other data to send marketing campaigns, in addition to their Basic user permissions.
Provider users will appear in the user table if their appointments are actively being displayed on Mikata's appointment page. This user type is specific to medical providers who are involved in patient appointments.
Go to settings
Login to your Mikata app and click on the gear symbol on the left side of the main Mikata dashboard, then choose 'settings'.
Select 'users' and click the 'add staff' button
Switch to the 'users' page and click on the 'add staff' button in the top right corner of page.
Fill out the new user's information
Fill out the user information fields including first name, last name, email that will be used to access the account, their role, and the locations you would like them to have access to. When all the fields are complete, press the create user button.
Please use a work email, if available, otherwise, use a unique personal email. Note that if two or more users are logged into the same account, Mikata will log out all users.
You're done! The new user will receive an email inviting them to create a password for their account.
Tip: If your new user doesn't receive their email, ask them to check their SPAM folder.
Mikata users with admin permissions (i.e., Clinic Manager) can deactivate users.
Go to settings
Login to your Mikata app and click on the gear symbol on the left side of the main Mikata dashboard, then choose 'settings'.
Select 'users' and find the user you want to deactivate
Click on 'users' at the top and select the name of the user to be deactivated.
Click "Deactivate user"
Once you are on the individual user's settings, click "Deactivate user" on the bottom left.
Mikata users with admin permissions (i.e., Clinic Manager) can create new staff user accounts and set permissions. To add a provider please submit a help request .
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