1. Add a New User

2. Learning Objective Review User Setup needed for EHR
Review Security Keys and Menu Options
Review How to properly inactivate a user

3. Providers Use current setup- Provider Add/Edit
PROVIDER key is given automatically
Authorized to Write meds field set to YES
Need the DEA# or VA# for narcotics
Sites need to make sure they have their institution DEA# stored in the Institution file

4. Assign RPMS Keys and Primary menu
Assign user keys according to duties
Assign AKMOCORE as Primary Menu
Assign correct Fileman access code
Refer to technical manuals for info on keys and fileman access code

5. Secondary menus
Assign Secondary Menu necessary for EHR component and other GUIs
Mag Window (vista imaging)
VENZMENU (Well Child Component)
BJPNRPC (Prenatal Component)
BMXRPC (Practice Management GUI)
BSTSRPC (IPL component)
BQIRPC (iCare)
BTPWRPC (iCare CMET)
BGPGRPC (CRS GUI)
BDMGRPC (DM GUI)

6. EHR SETUP

7. EHR Ordering Key ORD (Order Entry Configuration Menu)
KEY (Key Management)
Allocate OE/RR security Keys
Providers need the ORES key
Do NOT give people more than one ordering key

8. TIU User Class TIU Maintenance Menu User Class Management
List Membership by User
Enter User Name
ADD the appropriate user class
Set start date back a couple of days
Do NOT enter a termination date

9. PCC Keys BGO keys – POV, CPT, Reproductive History, etc
BGOZ CAC only give to CAC and co-CAC
BGOZ – Do not assign the BGOZ View Only if assigning other BGOZ keys
BIZ keys – for Immunization
BIZMENU, BIZMANAGER, BIZ EDIT PATIENTS
GMRA – for allergies

10. Providers that are also CAC
BEHOZMENU – for EHR Configuration Menu
CIAV Compose - for VueCentric template building
CIAV Design – for VueCentric template building
TIUZHIS and TIUZMGR – for CACs and Chief, MIS

11. Electronic Signature User should set this up User’s Toolbox or EHR GUI
Electronic Signature code edit
User will need a signature block and title
Signature will appear on notes and orders- should be appropriate
Phone numbers will also appear
Signature code can be any characters 6-20 but must be entered in upper case

12. Clean up User forgets signature code – This will happen a lot
IRM can clear it out
The user then needs to make another one either through RPMS or EHR

13. Other Users Nurses need ordering key ORELSE
Pharmacists May Need to be Entered In as Provider as RPh or CPS
All users need a TIU User class
Everyone needs an electronic signature code
National Business Office Coordinators meeting in Dallas & National pharmacy council minutes state that a clinical pharmacist should be entered as user class 67 only. The business office stated that using two user classes for one provider is confusing. Clinical services should be determined by the clinic and coding rather than the provider code.

14. Additional Setups Add new user to Mail group as appropriate
Create the clinics for those users that see patient in schedule
Behavior Health provider
Update BH site parameter to allow the user to see BH records

15. Additional Setups
IPC sites or site that assign patients to a Primary Care Provider
Edit PCP or PCP team with the new provider and assign patients to new provider per policy
In-house consult service providers, assign new providers to consult teams

16. Issues User can’t see any EHR template User can’t sign orders
Check to see if in correct TIU user class
User can’t sign orders
Check for CPRS Order key
User can’t write narcotics order
Make sure DEA# or VA# has been entered

17. Issues User can’t add or edit problem list, POV, CPT
BGO keys have not been assigned
BGO View Only
User doesn’t get the signature box
User doesn’t have electronic signature code

18. New User Check-list
Add using AVA IHS provider/person add/edit menu option
Edit User, User management menu option
Make sure to give them the correct person class according to their credentials:
Reference site,

19. Add New User Check-list
Add Keys
Reference document, Excel Sheet “Copy of user template”
according to their duties, assign to mail groups, I added some groups but this list is not all inclusive
RCIS Staff need to be added to following mail groups:
BMC IHS ALERT
BMC INHOUSE ALERT
BMC OTHER ALERT
BMCPRCSTAFF

20. Add New User Check-list
Mail Groups Continues
CAC staff add to the following mail group
PXRM ERROR
TIU CACS
DGPF Local Flag (if your site created a local mail group, use that local group instead)
HIM staff to:
TIU MIS ALERTS
BEHOCCD HIMS TOC

21. Add New User Check-list
Mail Groups Continues
Pharmacy staff:
GMRA MARK CHART
GMRA P&T COMMITTEE FDA
GMRA REQUEST NEW REACTANT
GMRA VERIFY DRUG ALLERGY
GMRA VERIFY FOOD ALLERGY

22. Add New User Check-list
Assist user with Electronic Signature Creation
Providers with scheduled clinics
Create the clinic
Behavior Health Providers
Edit BH site parameter

23. Inactivating User Assign a surrogate (Alert Kernel) Set Disuser field
De-Activate user in the AVA add/edit provider menu option
Remove user from any mailman group, consult team
PCP, assign patients to new team member
Review provider’s chart deficiencies and forward these appropriately

24. Inactivating User Clinic Review waitlist
Move patient in an appointment or new waitlist
Re-schedule patients
Inactivate clinic

25. Questions and Discussion