Page History

...

1. Click the Administration tab.
2. Click Users in the left-hand navigation bar.
3. Do one of the following:
   • To add a new user, click Add User. 
   • To edit an existing user, click the user name in the table.
4. Click each tab and provide the relevant details.  
   • To enable the user to access the system:
   • Click the Access tab, and then enter the username and password the user uses to log in to the application.
   • Select the ACL groups to assign the user to in the Access Control field.
   • To authorize the user as a provider:
   • Click the Access tab, and then select the Provider checkbox.
   • Click the Profile tab, and then enter the UPIN and Federal Tax ID in the Profile tab.
     Authorized providers appear in the appointment calendar, billing, encounters, and other relevant areas of the system.
5. Click  Save to save the new user.

Managing User Access

You use ACLs and other access properties to control what users can or cannot do in the application.

1. Click the Administration tab.
2. Click Users in the left-hand navigation bar.
3. Click the user's username.
4. Click the Access tab in the Edit User window.
5. Click the ACL groups to assign the user to in the Access Control field.
6. Click the facilities or programs in which the user can create encounters, view clinical data, and perform similar tasks in the Accessible Facilities field. 
7. Click the facilities or programs in which the user can view admission details in the Admit History Accessible Facilities field. A user with only this property assigned cannot create create encounters, view clinical data, and perform similar tasks in the selected facilities or programs. 

Create User Groups

You can create user groups to manage group operations, such as adding users to access control lists (ACLs) or sending notifications.

...