Embedded Files
1.pngThis option allows the user to create user accounts and set up the permissions per role. Only the System Administrator role can access this page unless the other roles are permitted to. This can be accessed under the Admin Menu and has four (4) options.
2.pngUSER
USER
The user page contains the list of user IDs in the website. Login credentials for individual users can be modified in this section.
3.pngThe user can edit the information by clicking the staff's name. A popup will show containing the user's details. Click edit to make changes.
13.pngTo create a new User ID, click on the Add New User button. The user will then be redirected to the user details form.
Select the type of User ID to create:
Physician – used for Physician’s account
Carestaff – used for Field user’s account
Office User – used for office user’s account. This type of user can both function as an office and field user.
4.pngClicking on the drop down will show the user the agency’s care staff list. Select the care staff’s name to associate the care staff’s tasks to his user ID.
Clicking on the name, the system will automatically create the user ID and fill up the care staff’s basic information.
5.pngThe default user ID is composed of the first 2 letters of the care staff’s name, followed by a period and then the care staff’s last name.
NOTE: Once the user ID is saved, this cannot be changed anymore.
Assign the correct role for the care staff’s user ID. Each role has different permissions in the system.
My Task Tracking Date applies to clinical care staffs. This section allows system administrators to set a start date to track the care staff’s tasks in their My Task Page.
E-signature option must be enabled if the care staff will electronically sign documents such as orders, oasis, POC, communication notes or visit notes in the system.
6.pngThe User Security Level section allows the user to limit the location, date and time the care staff can access the system.
If User can only access from Office IP Address Defined in the Agency Screen is checked, the care staff can only login using the ip address used in their office .
Time and Date is used to determine when can the care staff access the system.
ROLE
ROLE
This option allows the user to create new roles and view the current users under each role.
7.pngTo create a new role, type the new role on the description and click the Add New button.
ASSIGN RULE TO ROLE
ASSIGN RULE TO ROLE
This option allows the user to set the permissions for each role.
Page/Fields Role Permissions is where the permissions can be customized in the system per role.
8.pngTask/Workflow Permissions is where the permissions for the Group Task Workflow page per role can be customized.
9.pngReport Permissions is where the permissions for each report in the Reports page can be customized for each role.
10.pngList of Permissions:
Read Only – the page is set as read-only. The user can access the page but can’t edit or change any information.
No Access – the page is set to hidden.
Has Access – the user has access to pull up the page, edit and modify the information available.
ASSIGNED PATIENTS TO USERS
ASSIGNED PATIENTS TO USERS
This option allows the user to pull up the list of patients assigned to a field user or surveyor account.
Clicking the care staff’s name will show the user the list of patients assigned to the care staff’s account. These are the only patients that they can access in the system.
11.pngAdding a patient on this page is also possible. Just click the Patient text box and type in the patient’s last name.
12.pngThen, select a name from the drop-down and click Assign Patient to add the patient on the list.
Clicking the X sign will delete the patient on the list. Once the patient is deleted on the list, the care staff cannot access the patient anymore in the system.
In setting up the surveyor role, please refer to the surveyor guide.
A Printer Friendly Version is also available for the user to use.
Version Control #: DSL2019-2.3
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