User Management is where doctor/owners manage who has access to the software. This includes permissions, which control what parts of the software each user can access. The User Management feature also includes a log that shows when a user logged in.
Access User Manager
Add Users
A valid email is required for the user to log in and for password reset.
Each user must have a unique email address.
Permissions
Permissions are the heart of the User Manager. This is where you select the security role and specific module access for each user.
1. Select what role you want the user to have.
2. Clicking the lock puts a line through and will remove the permission from the user.
3. If the user has the Report application, you can remove any reports that you do not want the user to have.
| Module | Description |
|---|---|
| Analytics | Access to Analytics on the main menu |
| Balance Contracts | Balance Contracts are for patients who agree to payments over time using Open Edge/Fortis |
| Billing | Access to Billing on the main menu |
| Calendar | Access to the Calendar on the main menu. The Calendar is for scheduling events or other reminders |
| Charge Entry | Access to Charge Entry on the main menu |
| CPT Analysis |
The CPT Analysis report shows details about units, average unit price, average collected and average collected % |
| EHR |
Access to EHR on the main menu |
| Enter Write-Offs | Access to write off all or some of a charge balance |
| ERN | Access to processing ERNs in Billing |
| Export Patients | Export patients is between databases with the same owner (must have one on one training before this is turned on) |
| FileVault |
Cloud storage for patient and other information scanned into the system, and go to Utilities and File Vault and add permissions |
| Live Chat |
Access to the Live Chat feature |
| Marketing Referral Analysis | The Marketing Referral Analysis report shows the referral group, the count of patients for that group, total charges and total payments |
| Modify Exercise Images | Access for the user to upload exercise pictures to a customized exercise |
| Messages | Access to the Messages feature. *Clinic must sign up for this feature to use it. |
| New Patients | Access to the New Patient option on the main menu |
| Patient Information | Access to details about a patient including their demographics, case, insurance and other information |
| Products and Services | Access to Products and Services in the Utilities menu |
| Reports | Access to Reports on the main menu |
| Scheduler | Access to the Scheduler on the main menu |
| Scheduler Settings | Access to seeing or changing settings for the Scheduler |
| Scoreboard | Access to seeing the Scoreboard |
| System Settings | Access to all System Settings in the Utilities menu |
| Therapy Log | Access to the Therapy log from the main menu |
| Training | Access to the Training videos and documents |
| User Manager | Access to add new users or to remove access from users |
Send Installation Link
After you add a user, or if you want to install the software on a new computer, right click on the Username and choose Send Installation Email. Follow the prompts to confirm.
Access Log
The third tab on the user's record shows the date and time the user logged in and changes to their permissions. To access a user's log, click on their Username or right click on their name and choose Edit.
If you want to see all logins per date for a user, drag the Date header up and open the information per day
Reset Password
Users can easily reset their own passwords by clicking the Forgot Password link on the login window. If they're having problems with that, or you want to reset it for them, right click on their name and choose Reset Password. Remember that passwords have complexity requirements to safeguard your data.
Deactivate Users
It's important to deactivate users when they no longer work at the clinic. Right click on the username and choose Deactivate User
File Vault
Along with the permission under the user manager for the specific user, the Dr/Owner will also have to complete the file vault settings.
Waystar
Please have the Dr/Owner submit a support ticket from their log in requesting the user access with a first name, last name and email address.