Background
Group Management Tool is a self service tool, which allows a Super User to add Profile EMR users to a Distribution Group for their clinic/POS. Group Management Tool is launched via the Admin Forms icon.
Step by Step Instructions
Login to Profile EMR with a Super user account access
Click on Admin Forms icon (located on top right of the panel bar)
Select Group Management Tool
Click Open Form button or double click onto the selected Group Management Tool
All groups associated with POS will show on the list
Select the group you would like to add the user to
Group members will be displayed in the Members window. To add a user to the selected group, click on User Code field under Add User to Selected Group. Enter Profile EMR user code or use the search function (click on the three dots) to look for user by name
If you chose the search option, People and Places search box will open. Combination of free text fields could be used to search for the user. Click OK to select desired user
Click on Add then click OK button
The user has now been added to the group’s existing Members list. You can double check by going back to Group members box in the appropriate task group.
Troubleshooting
If the user is not able to locate the Group Code, Support Analyst to investigate if the Group Owner was set up incorrectly. To remediate this issue follow the steps outlined in Modify Group Owner article.
Username Highlighted in Red as Removal Requested
In the Group Management Tool a username is highlighted for removal and their name appears in Red with status Removal Requested
Two scenarios when this could happen
1. A removal request was submitted but it hasn't been completed yet
2. Removal request was retracted and the username remains highlighted
To fix this, remove the user from the Task Group. If the request was retracted and the user needs to be on the Task Group then add them back after removing.