Search and Manage User and Emergency Contact Information as a Coordinator
1. Go to Manage Users Page from the Side Navigation Bar
1.1. Alternatively at the Top Navigation Bar
2. Search for the User
When searching the user, you may only need to use 1 identifier and click search. (Best practice would be by Portal User Id or by first and last name)
- Enter user role, such as Patient or leave as Any
- Enter in their first or last name
- Enter in Portal User Id if known
- The Client Identifier is the unique identifier that is set by the client administrator upon importing that user
Clean Search when ready
3. Use Last Five Searches
Under the Last 5 Searches section is a list of the last five search criteria to easily research users
4. Open the User's Information
5. Update the Medical Information
Navigate to Edit User information
6. Update the User's Contact Information
- Layout for Username should be firstname.lastname (Example: John.Richards)
- If the Sex field is set to Unknown, that means that the user was created without their sex specified
- Date of Birth is used for password resets and must be correct or at least left as default which is 01/01/1981 so a user can change their password
- Preferred Notification Method is important because this is used to send appointment reminders for patients (Note: Email or Mobile Number must be filled in for either notification method to be valid)
7. Update User's Emergency Contact
8. Update User's Additional Information
- You will not be able to see the patient's SSN/EIN (Social Security Number/Employer Identification Number) for security reasons, but you may still edit it and use the Is EIN? check box to indicate the type of number set
- Submit once complete
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