Create a User Account as a Client Administrator

1. Go to Manage Users Page From the Side Navigation Bar

Go to Manage Users Page From the Side Navigation Bar,

1.1. Alternatively through the Top Navigation Bar

Or the Top Navigation Bar,

2. Choose a User Role

Choose a User Role

3. Create the User

Red asterisks indicate required fields. username format should be lower case first and last name with a period between (Example: john.richards [if a user already exits add a number 1 after their last name or 2 and so on. john.richards1 or john.richards2)

  1. Click on the SAVE button to create the user
  2. Click on the SAVE AND MANAGE button to edit the patient's billing, insurance, etc.
  3. Click on the SAVE AND START ENCOUNTER button to create the patient account and begin an on the fly appointment immediately
  4. You can only use the SAVE AND MANAGE and SAVE AND START ENCOUNTER buttons if you are creating a patient
Create the User

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