Users

The users list allows the management of different users in your practice. Each user added can have their own login id and password. For additional security, each user can also be set up with different access to all of the areas of the QuickEMR program.

Only non-therapist users can be added to the system from this screen. In order to add therapists who require a license, please see the Download Users section.

The users list grid is similar to the patient list grid. It can be sorted or searched by each column visible on the screen. For more information, see Grids under Common Program Features. The window can also be maximized to show a larger list with all columns visible.

• To add a user, click the "Add New" button. The screen below will appear.
• To edit a user, double-click on the user in the grid or highlight the user in the grid and click the "Edit" button. The screen below will appear.
• To delete a user, highlight the user in the grid and click the "Delete" button. DELETING USERS IS NOT RECOMMENDED. Instead, open the edit screen and mark a user as Inactive.
• To print the user list, sort the list any way desired, and click the Print button.

The Code field is used to uniquely identify a user in the database. It is also used in transferring charges to supported billing systems. If you have an interface between QuickEMR and your billing system, enter the same code that your billing system used for the selected user/provider. If this code is left blank when adding a user, the system will generate a code automatically.

Use the 'Inactive' checkbox to prevent a user from showing in drop down lists. If the user is a provider, this will also free up a license that can be used for a new provider.

Be sure to try to enter the E-Mail address for the user. When the user sends any e-mails from QuickEMR, they will show as coming from that user instead of the default SMTP Username used on the Email Options screen.

All other fields on the General tab should be self explanatory.

 

System Settings

User ID	Login ID for the user. Each user must have a unique user ID.
Password	Login password for the user. Don't forget that passwords are case sensitive!
Provider (checkbox)	Indicates the selected user is a provider. Providers can occupy a column on the Appointment Book screen and can be selected from Provider drop down lists in the EMR system. Non-Providers will not show in the provider lists.
Sees patients on first visit	If not checked, the Appointment Book will prevent first visit cases from being scheduled with the provider.
Administrator Account	Specifies that the user is a QuickEMR administrator and has access to all areas of the system. There must always be at least one administrator account in the database.
Show Reminders at startup	If a user has tasks or reminders for the current day, the Task/Reminder screen will be displayed immediately after logging in if this box is checked.
EMR Closing	The name and or credentials that will print at the bottom of documentation for the selected provider. Example:  John Doe, PT   #987A42
Signature File	If there is a scanned image of the providers signature on the network, point to the file with the 'Browse' button. The electronic signature will then be printed on any EMR documentation that is generated. Images with a 4:1 width to height ratio tend to work best as do BMP graphic files. Other file types such as JPG, TIF, and GIF can also be used. If a scanned image is on file for a provider, EMR documenation will have a note stating that the document is 'Electronically Signed'.
Co-Signature	If the user is a provider and requires a co-signature, select the provider who normally co-signs for the user. If the co-signature provider has an electronic signature on file, it will also be printed on the documentation. When documents are printed that require a co-signature, a box will appear with this default provider already chosen, but the user will also have the option to select a different provider if required.
Default Practice	Select the default practice the user accesses.
Default Facility	Select the default facility the user works out of. This list will change if the Default Practice is changed since each practice can have different facilities.
Default patient type seen by provider	Helps prevent the wrong type of patient being scheduled with the wrong provider.
E-Mail Closing Signature	Default signature entered automatically when generating e-mail messages from QuickEMR.

 

Permissions

The permissions tab determines what each user has access to throughout the system. To set permissions, first choose a Practice from the drop down list. Next, choose what the user will or will not have permission to do in that particular practice. To change a permission setting, simply click on the cell desired to toggle it from Yes to No. Finally, click the 'Apply Permissions' button to save the permission settings.

Notes:
Users marked as Administrators have access to everything, so individual permissions cannot be set for them.
Delete permission to any area of the system should be given out carefully!