This guide is for users with Hospital Admin status only. If you are a Healthcare Provider, but not a Hospital Admin, you will not be able to complete these steps.

 

Step 1

From the home screen, click “User Management” in the left sidebar.

Open

 

Step 2

Click the “Invite” tab in the top navbar.

Open

Step 3

Enter the email addresses of the users you wish to invite. To complete email address, enter a comma, the space bar, or the Enter key on the keyboard, and you can then enter another. You can delete email addresses by clicking the x.

Step 4

Check the boxes beside the roles to be granted to each user you entered above.

• Healthcare Providers have the ability to create plans of care or download blank plans of care.

• Hospital Admins can invite other users, set permissions, and reset passwords.

Step 5

When you have at least one email entered and the correct roles selected, the “Send Invites” button will turn magenta, indicating your invites can be sent.

Click Send Invites, and the system will generate emails to the invited users with a link to create their accounts.