| Note |
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Users must have the Maintain users and roles privilege in order to manage users. |
Viewing the list of users
- Click the Setup button on the main toolbar.
- Double-click User administration, or click the icon to the left to expand the menu.
Click Users.
| Tip |
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| 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
Click the Setup button on the main toolbar.
Double-click User administration, or click the icon to the left to expand the menu.
Click Users.
Click
.Status title Create new In the Create user dialog box, enter all required information, and click
.Status title Create - Optionally, add the user's Job Title and Qualifications for correspondence, and add an NPI Number for insurance claims.
| Note |
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The user will automatically inherit all privileges and reports associated with the assigned Role(s). |
| Tip |
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| 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. |
Adding User Calendar Settings
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.
Check the Double booking allowed checkbox to permit appointments to be scheduled at the same time under the provider's name.
| Note |
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| If double-booking is not allowed, a Conflicting event(s) found message will prevent a double-booking situation of the provider on the Schedule. |
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.
| Note |
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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
- Click the Setup button on the main toolbar.
- Double-click User administration, or click the icon to the left to expand the menu.
- Click Users.
- In the Users panel, do one of the following:
- Click on the desired user, select
, and then click Edit scheduling/location.Status title Edit - Right-click on the desired user and select Edit scheduling/location.
- 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 checkmark will indicate the user has access to or can be scheduled at the location.
- Click on the desired user, select
Editing user privileges
- Click the Setup button on the main toolbar.
- Double-click User administration, or click the icon to the left to expand the menu.
- Click Users.
- In the Users panel, do one of the following:
- Click on the desired user, select EDIT, and then click Edit privileges.
- Right-click on the desired user and select Edit privileges.
In the Edit user privileges dialog box, click on the desired privileges to grant to or restrict from the user.
A blue check mark will indicate the privilege is assigned to the user. The name of a role will appear next to a privilege associated with the user's assigned role(s). Hovering the mouse over the name of the privilege provides additional information for the privilege's function.
If the privilege is assigned to a role, remove the privilege from the role in order to remove it from the user's individual privileges.- Click UPDATE.
| Tip |
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Use the Role(s) drop-down menu to adjust the user's assigned role(s). Use the Copy privileges from drop-down menu to assign the user privileges already associated with another role or user. |
Editing user reports
Click the Setup button on the main toolbar.
- Double-click User administration, or click the icon to the left to expand the menu.
- Click Users.
- In the Users panel, do one of the following:
- Click on the desired user, select EDIT, and then click Edit reports.
- Right-click on the desired user and select Edit reports.
In the Edit user reports dialog box, click on the desired reports to grant to or restrict from the user.
| Note |
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A blue checkmark 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. |
Click UPDATE.
| Tip |
|---|
Use the Role(s) drop-down menu to adjust the user's assigned role(s). Use the Copy privileges from drop-down menu to assign the user reports already associated with another role or user. |
Uploading User Photos
Click the Setup button on the main toolbar.
- Double-click User administration, or click the icon to the left to expand the menu.
- Click Users.
- 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.
- 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: Patient Photos
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