The procedure to add new users requires 3 steps. I have written some notes to ensure that there are no problems.
Menu: Admin, Provider
Use Search/Edit/Delete Provider Records to find a free provider number.
Note: for providers that will appear on the appointment screen, the order of appearance will be the order of their alphabetic provider code. ( 1000, 111, 1200, 15 )
1) Add Provider
Need provider number, first name, last name
Role: Doctor or Receptionist. If you want the provider to be able to view the patient records, then set the role to Doctor.
2) Menu: Admin, Security, Add a Login Record
need loginname, Password, PIN
eg. Student1 , Student01 , 0124
loginname: I usually use the lastname and an initial for the loginname. This makes it much easier to find a login later, if you need to reset the password or delete the loginname.
Password: It must be a mix of Uppercase, lowercase and numbers. I typically use something like LastF1234, where Last is part of their lastname, F is the first letter of their firstname and 1234 is their favorite 4 digit number. I use the same 4 digit number for their PIN.
Make sure you match the login record to the correct Provider number.
Expiry Date: check and select a date about 2 yrs (or less) in the future.
3) Menu: Admin, Security, Assign Role to Provider
Select role depending on their job description, then click on ‘Add’.
More notes on roles coming soon…