Managing Individual Users

Once a user has been added, details such as their roles in the practice, names, email address, telephone numbers, and signature can be managed by Administrators.

Editing a User’s Roles

Each user can be assigned specific roles, allowing them access to certain features, while potentially limiting access to others. This is useful if someone at your practice should be responsible for working with patients, while someone else may be responsible for managing finances.

To manage a user’s roles:

1. navigate to the user settings page
2. find the user whose roles you would like to update
3. click on the dot menu on the right of the user’s name
4. select the roles applicable to the user
5. click Update roles to save the changes

Personal details

Personal details may only be managed by the users themselves, which they can access from their profile page.

Administrators can view personal details, however.

Some notable fields here:

• Cell/WhatsApp Number
  • Doctor call WhatsApps are sent to this number
  • Photos can be uploaded to a patient’s timeline by registering a WhatsApp number
• Signature uploads
  • If provided, a user’s signature will be added to reports when sent to patients