Modify User Account - Remove Team Membership

Objective 
Background
Steps to Remove Team Membership

Validate Request
Find and Open User Account 
Remove POS from Member Of Table
Remove from Clinician Groups
Revoke Grants
Document Notes
Save in User Account Management Folder

Communication

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

Background

Important! Departing Provider Checklist and User Offboarding Summary should have been done prior to removing a user from a POS

There are two types of requests that are received either in the IMITS PC & Community Inbox or EMR Help Inbox. 

1. Bulk membership clean up from managers or coordinators of the clinic
2. Email or Access form request for one individual 

Steps to Remove 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 

1. Sign into Production EMR using an account with a Sys Admin or Support Analyst role
2. Go to Organization > People & Places
3. Select top-most node in Organizational Structure: VCH/PHC EMR
4. When the Confirmation window displays asking to load more items, click Cancel
   
    
5. 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
6. Click Find
   
7. Double-click on user to open account

Remove POS from Member Of Table

1. In Member Of tab, select the POS that was requested to be removed from
2. Click Remove Place icon
   

NOTE 1: If the team that needs to be removed is selected as the main team (bold), you will need to update this. Select another team as the main team by right clicking the team and select Set as Main. Then go back and delete the previous team.

NOTE 2: If the user is a member of only one team and that team is the one that needs to be removed, follow these Inactivation steps. (link to the inactivation article)

Remove from Clinician Groups

Remove user from applicable Distribution and Signing groups

1. In Member Of tab > Clinician Groups, select the Distribution Group(s) and/or Signing Group(s) for the team that the user was removed from.
2. Click Delete 
   

Revoke Grants

1. In Grants tab, select the grant for the team being removed
2. Click Revoke
   

Document Notes

1. In Notes tab, document what you done in Notes field
2. 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.