How Do I Edit or Create a User?

Users are created and edited from the main setup area of the program.

Click on the Users icon.

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The User Setup window will now be displayed.

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Click New to create a user or select the user you want to edit and click Edit.

When creating a new user you will be asked for their clinical performer role.

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The User Properties window will now appear.

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Enter the user details as required.

The Username is their logon name, you must set a password to enable.

Having created a user you must now add them to a security group before they will be able to login to the system see this FAQ for more information.

If a provider then the "Quick Codes" tab will be visible, to setup follow the quide in How do I setup my treatment quick codes?




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