Use the following steps to create a User ID for a person to use Practice Manager.
Click Start >
(All) Programs > ChartMaker Suite > Practice Manager Administration
Tool and Logon
to the Practice Manager Administration module.
In the Practice Manager Administration module,
click Edit > Add User.
In the UserId field, enter a unique User
ID (typically the user’s first name, or initials).
In the User Name field, enter the User
Name for the user. This is typically the same as the User ID entered
above.
In the Password and Confirm Password fields, enter
the Password for the user.
It is recommended that a generic password, such as the user's first
name, be used as an initial password, and the Force
a password change at the next logon option be used. By forcing
a password change the next logon, you allow the user to choose their password
themselves, thereby attaining a higher degree of security.
In the Name field, enter the First,
Middle initial, and Last
name for the user.
Check the Deny
Logon option if you want to deny a user access to Practice Manager.
Check the Force
password change at next logon option if you want the user to change
their password the next time they log into Practice Manager.
Check the Password
Expiration Date box and configure an Expiration
Date if you want the user's password to expire at the designated
date.
Check the Has
Practice Manager Administration Rights option if you want to give
a user access to the Practice Manager Administration program, thereby
allowing them to configure user information and security settings.
If you are a Practice Manager Administrator (and you are if you’re
using this program), you can assign administrator rights to other users.
The program makes sure that there is at least one administrator. Administrators,
by virtue of their ability to use this program, have more power than a
normal user. You should make sure you assign administrator rights with
care. Users with administrator rights will appear in the Users tree in
bold and with an asterisk before their name.
Check the Modify
this user's settings to be like another user's settings option
if you would like to copy another user's security settings for the user
you are adding. When this option is checked, the Pick a User to Copy From
dialog will appear, select the applicable User
and then click the OK button.
When finished, click the Save
button. The user name will then appear in the User list to the left.
Repeat steps 2 - 12 if you need to add additional
users.
When finished adding users, close out of the administrative module.