Clinical User Guide
Adding Users

See also:

IMPORTANT: If you wish to create a new Practitioner or Nurse Practitioner record, and you run MedicalDirector Pracsoft in conjunction with Clinical, you must create the practitioner record in Pracsoft first, ensuring you give the new Practitioner record a User ID. In this way, when you then log into Clinical, the practitioner record will be available for you. The only exception to this rule is for Allied Health. In this instance, they need to be added to Clinical first, as a 'user' - not a 'practitioner'.

This topic refers to managing 'user' records in Clinical, where a 'user' is defined as any non-clinical member. For clinical staff, see Adding, Editing and Deleting Practitioners and Nurse Practitioners.

1.      Select Users > Setup Users from the Clinical main screen to open the User Database.

 

2.      Click Add User  The Add User window appears.

 

3.      Enter the name of the user - this would normally be the user's First name then Surname.

4.      Indicate the user's practice location.

5.      Select one of the options from the Category list. Common categories are listed, and you can manage user-defined categories via the button. Note that if you select 'Medical Student', you can also indicate who is the supervising practitioners.

The Practice Manager category has been added to the MedicalDirector Clinical User Database because of their position and range of duties within a practice. This enables them to:

  • Add and remove practitioners and users and setup passwords.
  • Modify practitioners and user demographics and access levels, and change passwords.
  • Change Licence codes to increase or reduce the number of licensed practitioners.

 

 

6.      Select one of the Access Level options.

7.      Options:

o      If you have selected an Access Level of 'Full', you may now also;

•       Record the user's Provider Number for Medicare Australia Immunisations,

•       Record the user's HPI-I No,

•       Indicate that you wish to participate in My Health Record, and then record your details as you wish them to appear in the My Health Record system.

 

o      Indicate whether this user should have Data Export Privileges.

o      Tick the Options Editing check box if you wish to give the user access to the Clinical Options and Print Options menus.

o      Tick the PKI Encryption check box to enable the encrypting of e-mail correspondence sent from Clinical Letter Writer using HESA PKI Certificate encryption technology.

o      Tick the Auto-Capitalise Name check box to automatically capitalise the first letter of each word you type. There are numerous windows throughout Clinical that offer this functionality, including the various Options tabs. The status of this Auto-Capitalise Name check box determines the default for all others.

o      Tick the MyHealthRecord Assisted Registration check box to indicate that this users can access the MyHealthRecord Assisted Registration utility.

o      Tick the Participate in Deidentified OneNil Patient Data Set Collection check box if you wish this user to opt-in or opt-out of OneNil data collection.

 

8.      Click OK to add the new user to the database. At this point you are prompted to enter a new password.

 

9.      Devise a password, entering and confirming it in the fields provided. Multiple users can share the same user name. For further information about passwords, see Setting and Changing Your Password.

10.   Click Save to confirm your password choice and save the record.

11.   Consider configuring the user's permissions.