Add New User: Complete Setup PM & EHR

Add New User: Complete Setup PM & EHR

Overview

This tip sheet will show you how to add a new user in the PsychEase software. This feature is only available to a Site
Admin user. If you are not the Site Admin for your account, please contact your Site Admin to add or make changes to
User’s permissions. As always, should you encounter any issues, you can reach out to psychease@tmdtigroup.com and your issue will be triaged to the appropriate technical services representative.

Step-by-Step

1. Log into your PsychEase URL.

2. A second tab opens for the Practice Management page (Home Dashboard).
  1. Your home dashboard may look slightly different than the image below due to customization.

  1. Sample Dashboard

3. From the left-hand navigation panel in Practice Management (PM), click Admin > User Maintenance

4. Click Add
  1. Enter your password

5. Click Submit.
  1. This will open the user setup page

6. Populate the following fields:
  1. User ID – We recommend a naming convention of First Initial, Last name as the User ID.
  2. First Name
  3. Last Name
  4. Temporary Password
  5. Timeout length - we recommend 2 hours to match the EHR timeout
  6. Database- This will be a checkbox with your database number and practice name, it can be found at the top of the window by your practice name, s15-.

7. Select the User Role and Permissions.
  1. There are basic User Roles set up that you can use. Examples: Provider, Front Desk, Biller.
  2. The permissions will vary depending on what a User is responsible for in the software.
  3. You can expand the System Permissions to see the specific permissions a role has and give or remove a permission for a user here.

8. Expand the Scheduling Resource Permissions by clicking the +.
  1. By default, users are set to see All Resources. You can uncheck the box for All Resources and select only the Resources the user should be able to view.

9. Click Save

Set User’s Permanent Password

1. Log in to https://pmdocutrac1.theramanager.com/loginqd.htm with the new user ID and temporary password.
  1. This opens the window to change the user’s password.

2. Fill in the required fields, highlighted in yellow. Click Save

3. Go to the top right corner and click Exit.

API Credentials (Client ID and Client Secret)

1. Log in to PsychEase URL with your credentials, go to the Practice Management Home Dashboard.
2. Click Interface > API Credentials
  1. The API Credentials window opens

3. Click Generate New Credentials.
  1. The Modify API Credentials window opens

4. Insert the user's Practice Management User Name in the Name field.

5. You will need the Client ID and Client Secret to add to the user’s PsychEase EHR user setup. When you are ready for them, come back into the API Credentials in PM, click Edit to copy and paste them to PsychEase EHR.

6. Click Save

PsychEase EHR User

1. Go to your PsychEase tab
  1. The EHR window opens

2. Click the Admin > Users

3. Enter your Unlock Code and click Unlock

4. Click Add User
  1. The Add User window opens

5. Fill in the fields below:
  1. User Name
  2. Password – At least 6 characters and include one of each of the following: 1 uppercase, 1 lowercase, 1 number and 1 special character
  3. First Name
  4. Last Name
  5. Email
  6. Open Client ID – This is the Client ID from the API created in Practice Management
  7. Open Client Secret – This is the Client Secret from the API created in PM
  8. Phone Number – This is the user’s cell phone number

6. Click Register

PROVIDERS ONLY

  1. Enter the Provider’s Name into the Signature field.
    1. This is what will be displayed on signed notes.
  2. Click the dropdown arrow in the Provider ID field and select the Provider.
    1. Provider must be entered in the Practice Management side as a Rendering Provider

7. Select Permissions

8. In the View field select either All Clinicians or Limit to Clinicians
  1. All Clinicians: Enables the user to see patients for all clinicians
  2. Limit to Clinicians: Limits the patients a user can work with to just those assigned to the selected clinicians. If you select this option, you may then select the checkboxes in the bottom half of the screen next to the clinicians whose patients the user you are creating should be able to see.

9. Click Details

10. Click Update