Here we will outline how to add a new user to emily. Users can be receptionists, assistants, technicians, physicians, nurses, bookeepers, accountants, owners or anyone who is involved and you want to allow them access to the system.
Step 1:
Go to the Organization>User Tab
Step 2:
Click the “+Add User” Button. This will open a pane on the right side of the page where you can enter user details.
Step 3:
Add the following required fields (yellow)
a. First Name, Last Name
b. User Name
c. Password
d. User Category(bottom right)
Once you have finished, click the “Add” button at the bottom of the panel to save the new user.
Step 4:
If this user is going to be performing treatments as a “provider”, and you wish to see them on the schedule, update the Service Provider field from No to Yes. (red)
a. Service Provider – Yes