Page Comparison

Viewing the list of users

1. Click the Setup button on the main toolbar.
2. Double-click User administration, or click the icon to the left to expand the menu.

3. Click Users. 
   

   Tip
   A list of users appears in the Users panel. Use the Quick Find field to type the first few letters of the user's last name to quickly locate the desired user or click on the column headers to sort the information in ascending or descending order.

   
   

Creating new users

1. Click the Setup button on the main toolbar.

2. Double-click User administration, or click the icon to the left to expand the menu.

3. Click Users.

4. Click

   Status
   title Create new

   .

5. In the Create user dialog box, enter all required information, and click

   Status
   title Create

   .

   Note
   The user will automatically inherit all privileges and reports associated with the assigned Role(s).

   
   

   Tip
   Some fields on the Create user screen are mandatory, indicated by an asterisk (*). Fields which are missing mandatory information, or which contain information in an incorrect format (i.e. Email Address), are highlighted in blue.

   
   

6. Optionally, add the user's Job Title and Qualifications for correspondence, and add an NPI Number for insurance claims. 

Editing User Calendar Settings

1. Optionally, check the Has Calendar checkbox to place the user on the Schedule. Select a Calendar Color and enter a Calendar Display Name as desired.

2. Check the Double booking allowed checkbox to permit appointments to be scheduled at the same time under the provider's name.

      3. Check the Double booking availability allowed checkbox to permit more than one instance of availability for a provider in the availability view of the calendar.

• If this box is not selected and users attempt to create more than one availability block for a provider, they will receive the following error message:

      4. Check the Online booking enabled checkbox if patients may choose this provider when booking appointments online.

      5. Users listed on the calendar may click Copy iCal URL to integrate their mobile device with their Blueprint OMS schedule.

Setting user location access

1. Click the Setup button on the main toolbar.
2. Double-click User administration, or click the icon to the left to expand the menu.
3. Click Users.
4. In the Users panel, do one of the following:
   • Click on the desired user, select 

     Status
     title Edit

     , and then click Edit scheduling/location.
   • Right-click on the desired user and select Edit scheduling/location.
   1. In the Edit user locations dialog box, do one or more of the following:
      
   • In the User can access the following locations panel, click on the desired locations to grant access to or restrict access from the user.

   • If the user is included on the schedule (Has calendar box checked), in the User can be scheduled at the following locations panel, click on the desired locations in which the user's name should appear on the Schedule.

     Tip
     A blue check mark will indicate the user has access to, or can be scheduled at, the location.

Editing user privileges

In the Edit user privileges dialog box, click on the desired privileges to grant to or restrict from the user.

Image Removed

Editing user reports

1. Click the Setup button on the main toolbar.

2. Double-click User administration, or click the icon to the left to expand the menu.
3. Click Users.
4. In the Users panel, do one of the following:
   • Click on the desired user, select 

     Status
     title Edit

     , and then click Edit reports

     .

   • Right-click on the desired user and select Edit reports.

5. In the Edit user reports dialog box, click on the desired reports to grant to or restrict from the user.

   Tip
   A blue check mark will indicate the report is assigned to the user. The name of a role will appear next to a report associated with the user's assigned role(s). Report descriptions can be found at this link.

   Image Removed

6. Click

   Status
   title Update

   .

Uploading User Photos

1. Click the Setup button on the main toolbar.

2. Double-click User administration, or click the icon to the left to expand the menu.
3. Click Users.
4. Double-click the user for whom you are adding the photo. Alternatively, highlight their name and choose Edit > Edit details at the bottom of the Users list.
5. Within the Edit user dialog box, click the photo frame icon on the right.

     6. Choose the photo source (File, Mobile device, Webcam) and capture or upload the user's photo.

• Crop and edit the photo as necessary.
• Click Save.
• More information: /wiki/spaces/DRS/pages/478347271

Editing user names and details

1. Click the Setup button on the main toolbar.

2. Double-click User administration, or click the icon to the left to expand the menu.

3. Click Users.

4. In the Users panel, do one of the following:

   • Double-click on the desired user.
   • Click on the desired user, select 

     Status
     title Edit

     , and then click Edit details.
   • Right-click on the desired user and select Edit details.
5. In the Edit user dialog box, adjust the details of the user as needed. Click

   Status
   title Update

   .

Changing user passwords

1. Click the Setup button on the main toolbar.

2. Double-click User administration, or click the icon to the left to expand the menu.

3. Click Users.

4. In the Users panel, do one of the following:

   • Click on the desired user, select 

     Status
     title Edit

     , and then click Change password.
   • Right-click on the desired user and select Change password.

5. In the Change password dialog box, enter a New password, enter the same password in the Verify new password field, and click Ok. 

   Tip
   Passwords can also be changed by the individual users by clicking the File drop-down menu and selecting Change password.

   Image Removed

Editing provider tax numbers

In the Edit provider tax number dialog box, click into the Federal tax number field across from the desired location to enter the correct number. Optionally, click into the ID type field to select EIN or SSN.

Click

Deleting users

• Click on the desired user and select

  Status
  title Deactivate

  .
• Double-click on the desired user, un-check the Active check box, and click

  Status
  title Update

  .
• Click on the desired user, select 

  Status
  title Edit

  , and then click Edit details. In the Edit user dialog box, un-check the Active check box, and click

  Status
  title Update

  .
• Right-click on the desired user and select Deactivate.

• Patient Photos