Getting Started > Preferences and User Management > Managing Users > Add a New User

Add a New User

1 In the information bar, click Admin > Manage Users.

2 Click the Add User link.

3 If the organization has multiple ordering labs, in the Default Ordering Lab list, click a default ordering lab for this user.

The labs that appears in this list are for the currently selected organization.

Note: As part of the Lab Orders feature of Care360 Labs & Meds, ePrescribing, or EHR, users can change from the default ordering lab to another lab using the Ordering Lab list while placing a lab order.

4 Select the appropriate role for the user.

If you select multiple roles for a user, then the user receives permissions from all of the assigned roles.

Note: If you are assigning a user to a Care360 ePrescribing or EHR organization, then you can only assign the Phlebotomist, Clinical Office Staff, or Clinical Lab Staff role to the new user.

5 Type the users Title, First Name, Last Name, and Suffix (as needed).

6 To assign a login value, other than the system default, select the Requested Login Name check box, and type the login name in the box.

Notes:  

The login name that you type must be unique (cannot be used by any other Care360 Labs & Meds, ePrescribing, or EHR user, not just another user in the organization). If it is already in use, you are prompted to type a new login name that is not already in the system.

If you are adding the user to multiple organizations, the user will use the same username and password to access all organizations.

7 In the Email Address box, type the email address, if applicable.

8 In the Session Timeout (minutes) box, type the number of minutes in which the user will be automatically logged out after leaving the application unattended.

If you do not enter a value in this box, the default system session timeout value is used.

9 To make the user account a temporary user account, select the Deactivation Date check box and type the date or click the appropriate date on the calendar.

10 To restrict access to the feature that allows users to mark lab results as reviewed, clear the Access to Mark as Reviewed check box.

Note: Users that are only assigned the Phlebotomist or Clinical Lab Staff role cannot mark results as reviewed.

11 To assign the user to multiple organizations, click the Organizations tab, and then do the following:

Notes:  

The Organizations tab only lists organizations in which you have permission to add users.

If you are assigning a user to a Care360 ePrescribing or EHR organization, then you can only assign the Phlebotomist, Clinical Office Staff, or Clinical Lab Staff role to the new user.

a Click the check box next to each organization to which you want to add the user.

b If you need to modify a users role or default ordering lab in a specific organization, click the Edit/View Roles link next to the organization and continue with the next step. Otherwise, skip to step 12.

c Make changes to the user’s role and/or Default Ordering Lab.

d Repeat steps b - c for each organization.

12 To select specialities, click the Specialties tab and then select one or more specialties, if applicable.

Specialty can be a useful designation for Provider user accounts (for example, it can be used as search criteria for the Messaging features).

13 Click Save.

The new user’s login name and system-generated password appear at the top of the Add User dialog box. You will need to provide the user with the username and password.