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Using Patient Manager

Getting Started

Medical

Office

Administration

  • Settings
  • Medics
  • Medical Units
  • Users
  • Groups
  • Roles
  • Briefcases
  • Banks
  • Media Devices
  • Questionnaire Templates
  • Report Templates
  • Mail Merge

Users


Home  Support  Documentation  Users


Create a New User

1. Click the New User button on the toolbar.

2. Enter information in the text boxes. Use the Tab key to move from box to box.

3. Click on the "Change the Password" link to specify a password.

4. Click the Save and Close button to save the record.

 

The newly created User will have a limited account (member of the "Users" Group).

Once the User is created Administrators can edit the User and change the account type ("Change the account type" link).

 

Editing a User

1. Select a User in the viewer and click the Edit button on the toolbar.

 

Deleting a User

1. Select a User in the viewer and click the Delete button on the toolbar.

2. Answer Yes to the confirmation prompt to remove the User.

 

 Note that removing a User will remove any related records linked to that User.


These operations are available only for users in the Administrators group.

 

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