Follow these instructions to add users, change user permissions and access a list of users at your clinic using Medchart.
Hover your cursor over the left-hand side menu and click “Configurations” and then "Users".
Add a User to Medchart
Click the purple “+ Add another user” button.
Complete the requested information for the user you would like to create.
Choose whether you would like to make this user a basic user or admin user.
User: Basic user
User Manager: Admin user
Select the permissions you would like to assign to the user by checking the relevant boxes under “Record Processing Module”. Note: This function is only available to admin users at your clinic.
Click "Create" to create the user.
Here are the permissions available to users:
Request History - Allows user to view request history
Request Inbox - Allows user to view request inbox
Working Item - Allows user to work on a request
Working Item Notes - Allows user to add notes to a working item
Force Unassign - Allows user to unassign other staff members’ working items
Cancel Request - Allows user to cancel any request at anytime
View Transactions - Allows user to view all transactions
Manage Payment Refunds - Allows user to approve refunds
Re-route to Medchart - Allow user to send an item back to the Medchart team if the request needs to be faxed to a practitioner
You’re all done! Medchart will automatically send an email to the address provided in the email field for the user to set up their account.
To resend an email confirmation link click the envelope button beside the user:
.png)
