Creating Staff Users Staff users have access to only the functions you give them access to. Roles control what a Staff member can access. Roles will be described below. To create Staff users go to Manage Users > Select Doctor (Resource Basic User) from the Type Dropdown and click Search. Find the desired staff member and click Staff to create a Staff account for them. Below is a description of each setup option. Name: Is a required field and must be filled out. Address and Phone number: Can be skipped and left blank. List Name: is what will appear if a patient messages the staff member. Email address: If needed this can be a dummy address but EVERY portal user must have a unique email entered in this field. The email will serve as the user's login. Password: Enter a password here or click Set Default Password to use the default password listed in your settings tab. Update Password: Will require password reset on next login . Patient Messaging: Disable will not allow any patients to send messages to this user. Enable will allow all patients to send messages to this user. Restrict by Patients will only allow certain patients to contact this user. To control what patients can contact this user use Modify Settings. Enable New Message Alert via Email: This will send an email to this user anytime a new message is sent to them. Enable New Message Alert via EMR Flag: This will send an EMR flag to this user anytime a new message is sent to them. Implement Security Policy: This is used to restrict the IP address that this user can access the portal from. A checkmark here would indicate that this user can only access the Patient Portal from the IP addresses indicated in Options > Other Options > Portal Security Settings. Email Groups: These allow internal portal users to send messages to a specific user group. Select all groups that this user should be part of here. Roles: This determines what the user has access to. Below you will find a listing off all
Creating Staff Users Staff users have access to only the functions you give them access to. Roles control what a Staff member can access. Roles will be described below. To create Staff users go to Manage Users > Select Doctor (Resource Basic User) from the Type Dropdown and click Search. Find the desired staff member and click Staff to create a Staff account for them. Below is a description of each setup option. Name: Is a required field and must be filled out. Address and Phone number: Can be skipped and left blank. List Name: is what will appear if a patient messages the staff member. Email address: If needed this can be a dummy address but EVERY portal user must have a unique email entered in this field. The email will serve as the user's login. Password: Enter a password here or click Set Default Password to use the default password listed in your settings tab. Update Password: Will require password reset on next login . Patient Messaging: Disable will not allow any patients to send messages to this user. Enable will allow all patients to send messages to this user. Restrict by Patients will only allow certain patients to contact this user. To control what patients can contact this user use Modify Settings. Enable New Message Alert via Email: This will send an email to this user anytime a new message is sent to them. Enable New Message Alert via EMR Flag: This will send an EMR flag to this user anytime a new message is sent to them. Implement Security Policy: This is used to restrict the IP address that this user can access the portal from. A checkmark here would indicate that this user can only access the Patient Portal from the IP addresses indicated in Options > Other Options > Portal Security Settings. Email Groups: These allow internal portal users to send messages to a specific user group. Select all groups that this user should be part of here. Roles: This determines what the user has access to. Below you will find a listing off all