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Create a New Non-Provider Staff Member or Clinic User--Admin Training

Updated

  1. From Administration tab (module), click right side Menu.

  2. Click Clinic Users.

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  3. Click New.

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  4. Assigning a Username is optional at this point. You may leave blank or create a Username (the new user will have the option of changing it when they complete registration).

  5. Select Valid From and Valid To dates (only if provider is temporarily assigned--leave dates blank if they are to be long-term providers).

  6. Enter data in all required fields ( * ).

  7. Enter data in all other pertinent fields.

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  8. In Clinic Roles, select any roles you may wish to assign.

  9. Select the applicable Clinic Permission Templates for all assigned Roles.

  10. Enter data in User 3rd Party App Settings (if applicable).

  11. Enter Staff Information (if applicable).

  12. Enter Medical Specialties & Taxonomies (if applicable).

  13. Click Save.

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