Search for an Existing Profile EMR Account
Create New Profile EMR Account in People and Places
Objective
Goal: New Service Desk Agent (SDA) Profile EMR account login and password
Target Audience: Enrollment Support Analysts and Trainers on ACTS team
How: PARIS/Profile EMR Training Registration & Change Access Form via the IMITS PC & Community Inbox
From: Authorized Delegate listed on the same form
When: After completion of training - SD agents are trained onsite by their team. Once we receive an access form, we can create the account.
Validate the Request
Ensure the appropriate delegate has signed off on the form. Check the Primary Care & Communitysystems website for the most recent forms as some delegates may use an outdated form. If you are missing a delegate’s signature, email the delegate who signed off to advise.
Note: A delegate can sign their own request.
Search for an Existing Profile EMR Account
- Open People and Places
- Under the Organisation Structure- Click on VCH/PHC EMR at the top of the organizational tree
- Place a checkmark beside include inactive
- Click the drop down list by Find and search by Code or by Description
- Type the user’s code e.g. jsmith or their last name e.g. smith in the Find field and click on Find
If the account exists, modify the account as per the request. (i.e., add an additional POS) as described in this document.
Account Management Folder
Save the Access Form in the respective folder for the user. Create a new folder with their if there is not an existing folder.
Folder path: \\VCHFAS02.VCH.CA\regionaldata05$\PCCIS_DataShare\System Administration\Account Management\2. PCC EMR
Naming Convention of Folder:<Lastname, Firstname>
Naming Convention of File:<YYYYMMDD-initials of your name> eg: 20220101-RC
Profile EMR Icons
Verify if the following Profile EMR application icons have been added to the users LAN ID if not ensure to add them prior creating and sending out the account credentials:
- RegionalShortcut VCH-PHC EMR Production - (Shortcut VCH-PHC)
- ASA Production Intrahealth Profile PCC EMR Users - Production
Create New Profile EMR Account in People and Places
- Navigate to Organisation>People & Places
- Select the Z-DO NOT USE-IMITS POS and click on New User icon (U)
- New account window opens
General
Code: Enter code that is the same as their LAN ID
Full Name: Enter their full name followed by their role/designation after comma CSD. This prints as part of staff date stamp, therefore ensure to add the suffix to the full name
Title: Leave blank
Job Title: This is for internal use only. Enter staff role here – Help Desk Agent (CSD)
Type: Administrative
Status: Active
Special
Tick Force password change
Enter password into New Password and Retype New Password fields and click Apply
Preferences Precedence: Role
Registry
In order to capture the user's staff number click on Add a new identifier
Identifier: Enter the work Employee ID
Value: Enter Employee ID number. If the user doesn’t have an Employee ID #, enter authorized role here; 15 character max:
- CONTRACTOR
- HSSBC
- ISMBC
- PHYSICIAN
- PHARMACIST
- RESIDENT
- SERVICE DESK
- STUDENT
Note: For accounts that are NOT associated to a real person (eg.Front-Of-Chart accounts or Interpreter accounts) use the keyword “INTERNAL”
Roles
Click on Add role icon and select HelpDesk
Member Of
Click Add place icon and select ZIMITS clinic and then click OK
Locking a duplicate account
Follow the steps below to locking a duplicate account that was created in error:
- Go into the profile that was created in error, type in (Do Not Use) in the name field after the First name
- Change the status of the account to inactive
- Select Special and tick login is locked
- Click apply and ok