This document provides an overview of your EMR portal setup, guiding you through steps of setting up your provider and personal profile, as well as adding locations, availability and staff members.
Provider Profile
The provider profile is editable only by the provider administrator. This will change the name at the top of your portal and is consistent across all locations.
Personal Profile
Your personal profile is a place to edit your picture, NPI, and contact information.
Locations
Locations allow you to organize your patients by the facility where they are treated. You can easily switch between these locations using the header
Availability
Manage your personal availability including days off, vacations, recurring or single events.
Add Staff & Resources
- As an admin, you are automatically added to the list of staff. You can add others as needed.
- Everyone who is accessing the portal should have a unique login based on their role and access level, including admin, front desk, doctors, and nurses.
- As of June 2024, all user roles should be provider admin as the other roles have yet to be configured to limit access to content. You can change their role in the future.
- Resources are intended for office needs, eg: beds, rooms, equipment etc. You are able to assign these resources to service types.
If you have any questions or need further assistance, feel free to reach out to us anytime. We're here to help!
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