Search for an Existing Profile EMR Account
Create New Profile EMR Account in People and Places
Objective
Goal: New Read-Only Profile EMR account login and password
Target Audience: Enrollment Support Analysts and Trainers on ACTS team
What: Read-only view of the Medical Record and Alter Client windows only
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 ESA's receives the users Profile EMR Confidentiality Pledge
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, contact the user to confirm if they no longer require Read and Write access to the POS(s) listed under Members Of tab.
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-Read Only clinic and click on New Clinician icon (P)
- New account window opens
General
Untick the AutoCase checkbox before start typing in the fields.
Code: Enter code that is the same as their LAN ID
Full Name: Enter their full name followed by their role/designation after comma. This prints as part of staff date stamp, therefore ensure to add the suffix to the full name. i.e. MD, NP, RN, RSW, CLW, ORW, CSLR, PW, RPH, OT, PT, etc.. For WCC, enter as RN NS WOC. Note: Residents are also MDs.
IMPORTANT: Add “(Do Not Task)” to their full name – i.e. Umut Certel, RN (Do Not Task) – If you don’t do this, users might send read only users tasks – which they cannot read/reply.
Title: Enter Dr. for MDs and Residents and leave blank for others
Job Title: This is for internal use only. Enter staff role here – i.e. Nurse, Counsellor, Physician, etc. For WCC, enter RN, Specialty in Wound, Ostomy & Continence. Specify here if staff is Read Only (i.e. Read Only Nurse).
Type:
Select Medical for MDs and Residents
Select Paramedical for others
Status: Select Active
Specialty:
Select General Practitioner for MDs and Residents
Select applicable Specialty (role) – i.e. Nurse, Counsellor, etc. Select ‘Other’ if specialty is not listed.
Special
Tick Force password change
Enter password into New Password and Retype New Password fields
Click Apply
Upload Digital Signature by clicking Load…from the respective Account Management folder. Refer to the following article: Upload e-signature for Clinician into EMR
Preferences Precedence: Select Role
Scale when print: Enter100
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 accountsorInterpreter accounts) use the keyword “INTERNAL”
Reference
Do not enter MSP # for Clinicians to avoid transactions being assigned to them.
Roles
Click on Add role icon and select Clinical Readonly
Member Of
Ensure that the user is member of Z-Read Only clinic and click OK.
Important! Ensure that MSP ID is not referenced here to avoid Excelleris transactions being assigned to the read-only clinician
Communication
Email the user the login credentials.