Add a New User in ChartMaker® Clinical

Use the following steps to add a user to ChartMaker® Clinical.

 

 

  1. Click Edit > System Tables > Users.
     

  2. In the Users dialog, click the Add button.
     

  3. In the Privileges tab, enter the user's Name (First, M, Last).
     

  4. In the Login ID field, enter the User's ID, the name that they will use to log into ChartMaker® Clinical.
     

  5. In the User Name field, enter the user's User Name.
     

  6. Click the Reset Password button to reset the selected user's password.
     

  7. In the Credentials field, enter the applicable Credentials for this user.

    NOTE: If a Provider is linked to the User, and no information is entered in the Credentials field, the Provider’s Degree will default into this field if entered in the Providers Properties dialog. Likewise, this field is linked with the Credentials field in the Provider Properties dialog, so that any changes in one field will be automatically updated in the other field.
     

  8. Click the Suspend User button to deny access to ChartMaker® Clinical for the selected user. To activate a suspended user, click the Activate User button.
     

  9. The Role field allows you to select a predefined security setting for a Receptionist or Security Administrator. These settings then can be modified as needed. In the Role field, select Receptionist or Security Admin as applicable.
     

  10. Highlight the Privilege you want to configure, and then click the appropriate Privilege Level radio button.

 

  1. Click the User Groups & Practices tab.



     

  2. The User Groups & Practices tab displays all of the User Groups and Practices the selected user belongs to.

    To add a new User to a Group or Practice, click the Add button, highlight the User Group or Practice in the User Group dialog, and then click the OK button. Repeat this step to add additional groups or practices.

    To remove a User Group or Practice, highlight the User Group or Practice that you want to remove, and then click the Remove button. Repeat this step to remove additional groups or practices.

    To allow this provider to have Administrative permissions for a User Group or Practice, highlight the User Group or Practice that you want to set Administrative permissions for, and then click the Admin button. A black dot will then appear next to the selected group or practice.
     

  3. When finished, click the OK button.



     

  4. Repeat steps 2 - 12 to add additional users.