1. Add a New User

2. 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

3. 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

4. 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

5. PCC Keys BGO keys – POV, CPT, Reproductive History, etc
BGOZ CAC only give to CAC and co-CAC
BIZ keys – for Immunization
BIZMENU, BIZMANAGER, BIZ EDIT PATIENTS
BATZMENU – for Asthma package

6. Keys, continued GMRA – for allergies
BGOZ – Do not assign the BGOZ View Only if assigning other BGOZ keys
BEHOZMENU – for EHR Configuration Menu
CIA Compose and Design – for VueCentric template building
TIUZHIS and TIUZMGR – for CACs and Chief, MIS

7. 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

8. 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

9. 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.

10. Visit Parameters for Other Users
BGO Keys given as necessary
Visit parameters

11. 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

12. 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