User Code and Name Changes
There may be requests for User Code and Name Changes. These may be due to:
- Legal Name Change
- Display Name Change
- Match Existing Usernames
- Truncated Username
If the reason is not one of the above, please discuss with the Profile EMR team. May be related to Modify User Account - Designation Change.
When an email is received to update their User Account follow the below steps:
- Check that LAN ID has been updated to the requested User Code
- If Yes, proceed with next step
- If No, provide user with Rename Network User Account self-service portal link
- Save the email in the respective account management folder. Change the folder name to reflect the new name
- Update the User Code and Name in the General tab
- Send the confidentiality pledge to the user so they can submit the new signature if applicable
- Update the signature on the Special tab
Task Group Changes
Add and remove user as requested, refer to following article for detailed information
Appointment View Changes
Users should always be added to the role appropriate Appointment views. Sometimes clinics request roles other than Physicians to be added to the Physician view. This can be configured if the user works at only one POS. If the user is member of multiple POSes, then this can cause issues for other POSes Appointment view. In this case, let requestor know that this cannot be done.
Add and remove user as requested, refer to following article for detailed information