TheraManagerPM - Adding a New User and User Related Information to PM

TheraManagerPM - Adding a New User and User Related Information to PM

For new TheraManager EMR and PM users

How do I add a New User

To be HIPPA complaint each user should have their own user name and password.

Click ‘Admin’ > [User Maintenance] > [Add]

We recommend a naming convention of First Initial, Last name as the User ID.   **Use the same Username as the EMR.**
  • This User ID will never change.  
  • Please change the following:
    • Timeout: 2 hours
    • Password Expiration: 1 year
  • Do not fill in anything in ‘Facility’
  • Once save, please login as the end user and reset the temporary password.

Log into the user's account with the temporary password


You will be prompted to change the password.  Enter the temporary and new password.  Click 'Save.'  **Use the same password as the EMR.**


Permissions

How do I limit or give Permissions?

‘System Permissions’ are organized in a ‘tree’ for the Administrator to allow or block users from screens and functions. 

Generally, features have a permission breakdown of:  View, Add, Edit, Delete. 

To find the permission use the Search box.  Click the plus (+) sign by 'System Permissions' to use ‘Search’ to find specific permissions by searching for the screen name.  

TIP:  Use the name of the page found in the header at the top of each screen and use that in the ‘Search’ field.

In our example, we typed 'reference batch’ which opened the tree for our review.




How do I make a user Inactive or Deactivate ?


Click Admin in the sidebar > [User Maintenance] > Find the User ID > Click the hyperlink 'Deactivate'


 The user name is retained in the database, however the user may no longer log in.

If your user has not logged in the system for 30 days we display it on the Home Dashboard for Admin users to decide to 'Keep Active' or 'Deactivate' .


All users are accessible from the User Maintenance page if 'Include Inactive' is checked.

Passwords

What are the requirement for a password?  

The first time you log in you are required to reset your password.
See the highlighted portion for requirements, below.  Depending on how the user is setup,
they must reset their password at least one time per year, at most every three months  
The email requirement allows the user to reset their own password should they forget. 

How do I reset my password?

If you are at the login page;

click 'Forgot Password' and we will email you a temporary password.


If you are already logged in:

  1. Click your user name

  2. Click 'Change Password'

  3. Key in your current password then New

  4. [Save]


How do I reset other user's password?

Click Admin in the sidebar > User Maintenance > click the user ID > type in your password > click submit >

Add a password in the field as seen below and Save. The user will get the 'Your password has expired' page as seen above and will need to reset their password.