Create a User Account as a Client Administrator
1. Go to Manage Users Page From the Side Navigation Bar
2. 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)
- Click on the SAVE button to create the user
- Click on the SAVE AND MANAGE button to edit the patient's billing, insurance, etc.
- Click on the SAVE AND START ENCOUNTER button to create the patient account and begin an on the fly appointment immediately
- You can only use the SAVE AND MANAGE and SAVE AND START ENCOUNTER buttons if you are creating a patient
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