System Administrator

Adding New Users

Learn how to add new users through the Utilities Tab.

Self-Guided

Editing Users

Learn how to edit display and login names using Maintain Users in the Utilities Tab.

Self-Guided

Password Change - Admin Level

Learn how to reset a user’s password using Maintain Users in the Utilities Tab.

Self-Guided

User Departments

Learn how to manage departments to control user access and privileges in the system.

Self-Guided

User Preferences

Learn how administrators can set user preferences via Maintain Users in the Utilities Tab.

Self-Guided

Granting Emergency Access

Learn how to grant emergency access to users through Maintain Users in the Utilities Tab.

Self-Guided

Managing Departments

Learn how to add, remove, or manage departments using the Maintain Departments feature in the Utilities Tab.

Self-Guided

Daily Status Log

Learn how to trace a user’s activity by accessing the Daily Status Log in the Utilities Tab.

Self-Guided

Suspending a User

Learn how to suspend users no longer at the facility via the Utilities Tab.

Self-Guided

Merging Contacts

Learn how to merge duplicate patient accounts using the Merge Contacts feature in the Utilities Tab.

Self-Guided

Sealing a Contact

Learn how to seal patient or contact records as required through the Utilities Tab.

Self-Guided

Prescription Dictionary Overview

An overview of the Prescription Dictionary found in the Dictionaries Tab.

Self-Guided

Adding a New Prescription

Learn how to add or modify a prescription using the Prescription Dictionary in the Dictionaries Tab.

Self-Guided

Prescription Authorizations

Learn how to require an authorization for a prescription based on the prescription category.

Self-Guided

Manage 'Unable to Administer' Reasons

Learn how to add or edit reasons for non-administered orders and prescriptions using the Dictionary Tab.

Self-Guided

Maintain Providers

Learn how to add or update provider information using the Maintain Providers Dictionary.

Self-Guided

Reports

Learn how to generate reports via the Reports Tab.

Self-Guided

Authorization Requests

Learn how to create orders that require authorization.

Self-Guided

Reviewing Authorization Requests

Learn how to view and manage submitted authorization requests.

Self-Guided

Reviewing Log Entries

Learn how to access and review log entries to track changes made to items.

Self-Guided

Monthly Statistical Reports

Learn how utilize the Reports Tab to access end-of-month reports to view items such as medication refusal, chronic care visits and more.

Self-Guided

Importing Scanned Documents

Learn how to upload scanned documents to a patient record.

Self-Guided