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Efficient User Management & Access Granting Guide

Learn how to add, copy user profiles, grant access, manage keys, and set up electronic signatures for efficient user management. Troubleshoot common issues and ensure smooth access for all users.

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Efficient User Management & Access Granting Guide

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  1. Add a New User

  2. Adding a new user/provider AKMOEVE Menu • User Management • Then Grant Access by Profile • Copies an existing user/provider profile to a new user/provider • Some facilities have test/demo profileswhich serve as templates for adding new employees • Demo Physician, Demo Nurse, Demo Dentist

  3. Providers • Use current setup- Provider Add/Edit • PROVIDER key is given automatically • Authorized to Write meds field set to YES • Need the DEA# or VA# for narcotics • Sites need to make sure they have their institution DEA# stored in the Institution file

  4. EHR Ordering Key • ORD (Order Entry Configuration Menu) • KEY (Key Management) • Allocate OE/RR security Keys • Providers need the ORES key • Do NOT give people more than one ordering key

  5. TIU User Class • TIU Maintenance Menu • User Class Management • List Membership by User • Enter User Name • ADD the appropriate user class • Set start date back a couple of days • Do NOT enter a termination date

  6. PCC Keys • BGO keys – POV, CPT, Reproductive History, etc • BGOZ CAC only give to CAC and co-CAC • BIZ keys – for Immunization • BIZMENU, BIZMANAGER, BIZ EDIT PATIENTS • BATZMENU – for Asthma package

  7. Keys, continued • GMRA – for allergies • BGOZ – Do not assign the BGOZ View Only if assigning other BGOZ keys • BEHOZMENU – for EHR Configuration Menu • CIAV Compose and Design – for VueCentric template building • TIUZHIS and TIUZMGR – for CACs and Chief, MIS

  8. Electronic Signature • User should set this up • User’s Toolbox or EHR GUI • Electronic Signature code edit • User will need a signature block and title • Signature will appear on notes and orders- should be appropriate • Phone numbers will also appear • Signature code can be any characters 6-20 but must be entered in upper case

  9. Clean up • User forgets signature code – This will happen a lot • IT can clear it out • The user then needs to make another one either through RPMS or EHR

  10. Other Users • Nurses need ordering key ORELSE • Pharmacists May Need to be Entered In as Provider as RPh or CPS • All users need a TIU User class • Everyone needs an electronic signature code

  11. Visit Parameters for Other Users • BGO Keys given as necessary • Visit parameters

  12. Issues • User can’t see any EHR template • Check to see if in correct TIU user class • User can’t sign orders • Check for CPRS Order key • User can’t write narcotics order • Make sure DEA# or VA# has been entered

  13. Issues • User can’t add or edit problem list, POV, CPT • BGO keys have not been assigned • BGO View Only • User doesn’t get the signature box • User doesn’t have electronic signature code • User can’t cosign a note • User doesn’t have a person class

  14. Person Class • http://www.findacode.com/tools/taxonomy-codes.html • http://www.wpc-edi.com/reference/

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