Save in User Account Management Folder
Objective
Goal: Update Existing Account
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 or EMR Help Inbox
From: Authorized Delegate listed on the same form
Add Team Membership requests are received either in the IMITS PC & Community Inbox or EMR Help Inbox. In order to complete the request follow the steps below. See special instruction for TBR Ambulatory membership.
Steps to Add Team Membership
Validate Request
- Ensure Access form is completed by the authorized delegate or an email from the delegate in lieu of the form
Find and Open User Account
- Sign into Production EMR using an account with a Sys Admin or Support Analyst role
- Go to Organization > People & Places
- Select top-most node in Organizational Structure: VCH/PHC EMR
- When the Confirmation window displays asking to load more items, click Cancel
- Search for user by Description (first/last name) or by Code (login)
Most of the time, the user's code is the same as their LAN ID or PARIS Username - Click Find
- Double-click on user to open account
Add POS in Member of Tab
Click Add place icon and tick each clinic that the clinician belongs to and then clickOK
If staff works at more than one clinic, ensure to tick Ask for POS
Note: Do not register users to Ravensong - RSG. It was replaced by RAB, RAG, and RAY( PC Blue, Green, Yellow)
For MD’s (including Residents) & NP’s: Double-click on each clinic in the Member Of list and complete the fields as below:
- Ref Sys must be MSP Practitioner ID
- Service ID must be their MSP #
For MD’s, Payee ID depends on the POS
For NP’s, Payee ID must be their MSP #
For MD’s, Create Claims is either Never or On Attendance, depending on the POS
For NP’s, Create Claims is always On Attendance
For all others, all of these settings must be blank
Refer to following billing articles for further details:
Appointment View
Click Add…
In the Appointment type list, select the applicable Appointment Group by role (i.e.Physician/NP (appt). Nurse Practitioners should be added to both Physician/NP (appt) and Nurse Practitioner (appt)).
Click OK
Distribution/Task Group
To add the user to the applicable Distribution/Task Group click on Add…
In the Distribution type list, select the applicable Distribution/Task Group(s) by clinic and click OK
Verify if the clinician has been added to the correct Appointment and Distribution/Task Groups and click OK
*Add Clinic view for all POS Strathcona Mental Health (SMH)clinical users along with other role views (i.e. Physician/NP get Physician/NP view etc.)
Note: To sort the Distribution/Task Groups by alphabetically order by clinic code click on the Code column header.
Grants
Select Sign Incoming Clinical Transactions and click on Add Role…
Roles: Select Works at <Clinic Code>for each clinic that the clinician belongs to. Only select clinic codes – other codes won’t work. Refer to the Access Form if you are not sure what the clinic codes are.
Start Date: Should default to today’s date. Click OK
Note: Do not register users to Ravensong - RSG. It was replaced by RAB, RAG, and RAY( PC Blue, Green, Yellow)
IMPORTANT - If MD has a Resident working for them, follow the steps below:
- Select Works for me and click on Add User…
- Clinician: Enter the Resident’s name
- Start Date: Should default to today’s date. Click OK
TBR Ambulatory
If the request is to add a user to Three Bridges – Ambulatory, please complete the steps below.
Note: TBR Ambulatory staff uses Profile EMR only for appointments
Members of tab: Add user to Three Bridges POS
Role tab: Add the Appointment Only role
Document Notes
In Notes tab, document what was done as following:
Added to <POS> and <Distribution Groups>, requested by <Name of requestor> s\
Use s\ to insert signature and date/time stamp
Save in User Account Management Folder
Save the access form or the email in the respective User Account Management folder
Communication
Reply to requestor, with user copied, that request has been completed.