06 How to Add User Accounts

1.Navigate to Configure Users

1. Go to the Configure Desktop.
2. Click on Security and then choose Configure Users.
3. Click the Add User button.

2.Create the User Account

1. Create the username.

• Helpful Hint: Use a consistent naming convention for all users (Ex:firstname.lastname).

2. Enter in first name and last name to identify user (if necessary).

3. Enter a valid email address. This will allow the user to reset their password.

4. Select the employee record to be associated with the user account.

• Helpful Hint: Setting up the basic employee record is a pre-requisite.

5. Enter and confirm the password.

• Helpful Hint: Passwords must have a minimum of 9 characters and contain at least 1 capital letter, 1 number, and 1 symbol. It is recommended to set a generic password and then check the “Require Password Change on Next Login” box to force the user to create a unique password.

3.Upload Signature

1. If the user will be a note-writer and sign notes, you can upload a signature file. That file will be placed on the hard copy of the note.

• Helpful Hint: Be sure the signature file contains the signature of the employee PLUS their credentials.

2. If a signature file is not uploaded, then the system will resort to a digital signature when the user signs a note. A digital signature places a stamp on the note that says “Digitally Signed By: … “inserting the employee’s name associated with the user. This is deemed more HIPAA compliant.

• Helpful Hint: Be sure the employee’s credentials are entered at the employee record (in the Demographics tab).

4.Assign the Cost Center(s) & Role

1.Assign the Cost Center(s). This controls which clients and employees the user has visibility to in the system.

• Helpful Hint: If you assign more than one cost center, you may want to click on the corresponding “Default” check boxes. Otherwise, the user will need to toggle those cost centers on/off to see the respective clients and employees associated with the ones not marked as default.

2. Assign the Role. This controls the levels of access the user has in the system. It is recommended to only assign 1 role to a user. Setting up roles is a pre-requisite.

3. Click on Save

• Helpful Hint: Once users have been saved, a search filter is available for searching by user name. Additionally, click on the “Show Inactive” checkbox to show previously inactivated users in the list.