Article Sections:

Creating A New User

Adding a User to Multiple Practices

Choosing a User's Role

Editing a Preexisting User

Need to add more care managers or providers?  Or perhaps you need to inactivate a user.  Good news... If you're an "administrator" in ThoroughCare, this is really simple.  (if you're not an admin, check with your group's main ThoroughCare contact)

To get to the user page, click the "Management" menu item, then select the "Users" option that appears underneath.

Once on the "Manage Users" page, admins can create new users by clicking the " + Create New User " button located in the upper right hand corner of the screen.

Once clicked, the "Create User" pop-up will appear. Begin by going through the fields and choosing the users role on ThoroughCare.

First, enter the first name and last name of the new user (these are required). Click within the target box to begin typing. If the user you are creating is a physician/provider feel free to add a suffix to the user's name in the upper right hand corner of the "Create User" pop-up.

Next, complete the username and password information for the new user (At least one is required). We suggest using an email, so the user can easily re-set their password through our "Forgot Password?" link seen when logging in. When entering a password, remember to enter the password a second time in the "Confirm Password" field.

Note: Any password that is set will be used as a "Temporary Password", this means the user will enter it once to gain access to their site, but upon logging in will immediately be prompted by the site to change their password.

If an email is provided a "Send Email" checkbox will appear underneath the "Password" field, as shown below. If the user should have their credentials and log in information sent to their email address click to select this checkbox.

Note: The log in credentials will be sent to the user's provided email once the :Save" button is clicked and the user is created.

If a user would like their phone number linked to their account, it can be entered in the "SMS Phone" field. Click to add a new number.

Note: A user may want to link their phone number to their account to receive text messages/notifications in regards to their patients' health/status.

If customer group has multiple sites/practices, the admin may need to define the practices that the new user can see. If the new user needs to be given default access to all sites the "User should be given access by default..." checkbox should be selected. Click within the small box to check this checkbox.

If a user should only be given access to particular practices, click within the "User Practices" text box as shown in the below screenshot.

Note: If an admin would like to add a new user to all sites, the "Add to all" button can be clicked. If an admin would like to remove the user from all assigned sites the "Remove from all" button can be clicked.

Once a user clicks within the "User Practices" box, a list of practices should appear. scroll or begin typing to find the practice the user should be given access to, click to select.

Note: An admin should be able to assign any of the listed practices to the user, by assigning the proper practices, an admin can control which practices a user has the ability to edit/enter.

The final part of creating a new user is to define their user's "role". First take a look at the descriptions of the user roles which can be found to the right of the target role that is to be assigned. The most common roles are Care Manager and Physician. Click to select the proper role for the user.

Note: If you are creating a user that needs the Customer or Practice admin functionality added to their account, contact support so that we can get this enabled on the user's account. The site admin functionality can only be added or removed by ThoroughCare admin.

If a practice has already paid for Qlik reporting licenses, there should be additional "Reporting" roles that can be assigned to the user at the bottom of the "Create User" pop-up.

Note: Make sure you are aware of how many licenses you have paid for before assigning this role to any user. If too many reporting roles are assigned you may be responsible to pay for any additional licenses that have been used.

Once the "Create User" pop-up is completed, the user can select the "Create User" button located in the bottom right hand-corner.

Note: If a user is to click out of the pop-up before the user is created/saved, all entered data may be lost.

To edit a user's information, click the "Edit" button located to the right of the target user's role under the "Actions" column.

Note: if a user's access needs to be altered in anyway they can do

In this example we will be marking this user as "Inactive" scroll to the bottom of the pop-up and mark the user as "Inactive". Go ahead and update the user, if they have no patients assigned to them.

If a User has current patient assignments click the "Reassign Patients" button.

For more information on the Navigating the "Manage Users" page, not discussed in this article, chat with a ThoroughCare professional by clicking the blue chat bubble in the bottom right hand corner of every ThoroughCare screen!