User Groups- Add/Edit/Delete

User Group Options

Clinics have the ability to add privileges to staff members based on groupings. There are some defaults available but, each one can be completely customized.

For example: the Doctors get ALL privileges where as the Billers may only have Admin and Billing.

This way you can tie a group to a certain staff member instead of selecting every specific privilege. 

Typically this area is used if a clinic has a lot of staff members.

Add User Group

 Go to Admin

User Groups

Select Add At the bottom of the screen

Give your Grouping a Name and Select Save

Once Saved, the Name will appear in the list

Then you will go to the privileges tab and double click boxes next to the privileges the group can have.

Then go to the Users tab and associate which user this applies to by double clicking the box next to the user name. 

**Please note** try not to add a user to more than one group, especially if the groups have different privileges checked/unchecked. As if you have group1 set to allow access to billing, and group2 to not allow access to billing, and then you put a user into both group1 and group2, then these groups will contradict each other, and may cause issues/errors in the software.

Once finished, select Save to the bottom right

To Edit

Select the group from list provided and select Edit, Make necessary edits and change

To Delete

Select group from list and select Delete to delete Group

- Support Information -

 If you have any questions or need assistance with this process please contact Support by:

Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side) within the software, click the green 'Support' box in bottom right of screen.***This has the fastest response time*** Business hours are Mon-Fri, 8am - 6pm CST

Phone: [phone]

Email: [e-mail]