User Maintenance (Table of Contents)

• Related Articles

• Add or Modify a User

  A Site Administrator is the only one authorized to create and modify Users. User Maintenance From Admin on the Left Side Menu, select User Maintenance. Search for existing Users by using the Filter Criteria. You will be prompted to enter your ...

• Patient Access by User/Resource

  The Patient Access by User/Resource is most commonly used when Providers are directly using the System Calendar. If these Users are restricted from seeing the schedule of some Providers, they can be further restricted to only seeing their "Assigned ...

• Keep Active, Deactivate, and Reactivate User IDs

  As a security measure, a User who has not logged in for 30 days will be unable to log in until their User ID has been reactivated. Activation, Reactivation, and Deactivation can be done from the alert on the Home Dashboard and from User Maintenance. ...

• Customize User Profile

  My User Profile Customize your User Profile/Change Password. Do not forget to Save the screen after making changes. This only affects your screens. Select your Username at the top of the page to the right of the Practice Name. User ...

• Permissions and Roles Management (Table of Contents)

  Contents Managing Security Roles Managing User Permissions