ADMIN - Create and Manage Users

Before you begin

You need access to the Admin Console and permission to manage user accounts.

If the Staff option is not visible, confirm that your account has the required administrative access.

How to add a new user

1. Open the Admin Console.
2. Go to Staff.
3. Select Add User.
4. Enter the required information:
   • First name
   • Last name
   • Email
   • EMR role
5. Add any additional information, such as supervising provider, NPI, DEA, qualifications, and default billing facility.
6. Select Save to create the user account.

A user’s email address will be their username.

How to edit an existing user

1. Open the Admin Console.
2. Go to Staff.
3. Click on any existing user to edit.
4. Select Save to save any changes.

How to inactivate a user

1. Open the Admin Console.
2. Go to Staff.
3. Select the user account.
4. Change the status of the user from Active to Inactive.

Understanding what you’re looking at

User fields

Field	What it means
Username	Username for login. This field should be the user’s email address. Required
First name	User’s first name. Required
Middle name	User’s middle name
Last name	User’s last name. Required
Email	User’s email address. This field will also be the username. Required
Phone	User’s phone number
Gender	User’s gender
Status	Account status of active or inactive. Required. Default = Active
Communication languages	Which languages the user is fluent in
Supervising provider	User’s supervising provider. Supervising provider must exist as a user in the system
EMR role	User’s role in the EMR, e.g. Front desk, Provider, Billing, Administrator. Required
Ensora eRx role	Role for Ensora ePrescribing. Required for eRx
Practitioner role	Roles that a practitioner may perform
Show on calendar?	Determines whether user will display on the calendar schedule view
Service facility	Service facilities of the practitioner with option to specify a default/primary. This field is important for insurance billing.
Default billing facility	Default billing facility of the practitioner. This field is important for insurance billing
Payer compatibility	Provider-accepted insurance. This field may be used by the scheduling rules engine
NPI	NPI number
Credential/Degree	Practitioner’s credentials such as MD or NP
Type	Qualification type, e.g. State license, DEA, PTAN, Other - Specify
State	Applicable state for the related qualification
Identifier	Qualification identifier number, e.g. state license number
Effective date	Qualification active start date
Expiry date	Qualification expiry date
Telehealth link	User’s telehealth meeting room link. This link is associated to the user and is not appointment specific
Time zone	User’s time zone
Treatment age range	Custom attribute to specify the patient age range that this practitioner treats. This field may be used by the scheduling rules engine
Visit type	Custom attribute provider’s allowed visit type(s). This field may be used by the scheduling rules engine