Managing users

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. 
   

   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 CREATE NEW.

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

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

7. Optionally, check the Has Calendar check box to place the user on the Schedule. Select a Calendar Color and enter a Calender Display Name as desired. Check the Double Booking Allowed check box to permit appointments to be scheduled at the same time under the provider's name.

   If double-booking is not allowed, a Conflicting event(s) found message will prevent a double-booking situation of the provider on the Schedule. 

Editing 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 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.

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

Editing user privileges

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 EDIT, and then click Edit privileges.
   • Right-click on the desired user and select Edit privileges.

5. 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.
6. Click UPDATE.

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 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.

   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.

   

6. Click UPDATE.

Uploading User Photos

1. 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.
2. Within the Edit user dialog box, click the photo frame icon on the right.

     3. 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 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 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 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. 

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

   

Editing provider tax numbers

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 EDIT, and then click Edit provider tax number.
   • Right-click on the desired user and select Edit provider tax number.

5. 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.

   The <Unassigned> location should contain the Federal tax number for the main location. This data is simply stored for database purposes.

6. Click UPDATE.

   The Federal tax number and ID type will generate in box 25 on the HCFA 1500 claim form.

Deleting 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. In the Users panel, do one of the following:
   
   • Click on the desired user and select DEACTIVATE.
   • Double-click on the desired user, un-check the Active check box, and click UPDATE.
   • Click on the desired user, select EDIT, and then click Edit details. In the Edit user dialog box, un-check the Active check box, and click UPDATE.
   • Right-click on the desired user and select Deactivate.
   To reactivate a user, un-check the Show active items only check box at the top of the Users panel. Click on a deactivated user (indicated with a red X), and click REACTIVATE.