1. Use this presentation with Section 2 of the Deployment Workbook.
Provisioning Users
Use this presentation with Section 2 of the Deployment Workbook.
This presentation is provided by Kryptiq. You may wish to customize it for use in your organization.
V | June 2012

2. This section of the workbook explains…
The difference between staff users of secure messaging and Portal Administrators
How to get the staff users into the system
How to get additional Portal Administrators into the system
How to efficiently set up privileges and other settings for everyone
Different roles for staff, administrators and patients

3. Key Concepts
Users of Secure Messaging and the Portal exist in a shared user database
Most staff have NO need to be given the role of Portal Admins – their job is to handle inbound secure messages and adding them as users will be enough
If staff are patients of their practice, they should have two separate log-ins
First uses their work address (for when they are working)
Second uses a personal address (for when they are a patient using the portal)

4. Domains Groups Roles Profiles
LDAP
Roles
Profiles

5. Domains Domains Automatically Assign Secure Messaging Privileges
based upon domain, after symbol i.e.
Two are Built-in
Internal – this is where you enter the domain that assigns the privileges to your staff who have your domain
All – this is where you assign privileges to all other Secure Messaging users such as patients
You could create more domains, but probably will not need to

6. Groups Groups are used to cluster users together to
Give a small group of staff additional privileges
Organize users into custom address books
We will create groups as needed during deployment
A few groups are built-in
CareCatalyst Administrators (CC is the old name for Patient Portal)
ClinicalMessenger Users (CM is the old name for SM Secure Messaging)
Gateway Administrators (SM) – this can be ignored
Gateway Users (SM) – this can be ignored

7. Profiles
Used to organize outbound message settings and other preferences
Profiles for SM message settings and other items
Enable Project team to decide and lock down certain settings
Other settings can be setup to be user’s choice
Two Built-in Profiles
Internal – Automatically assigned to members of the Internal Domain
Default – Assigned to everyone else including patients
You could create more Profiles, but probably not needed

8. How to get Staff Users in the system
For small – medium practices, there are 2 account creation methods
Manual entry of user names – best for small-medium practices
Send a message method – another option but needs to be monitored

9. For Large Practices LDAP Integration
Automatic internal user creation and username/password sync
Microsoft Active Directory with Exchange
or Novell eDirectory
If Exchange is shared with additional practices, LDAP integration is not an option.

10. Domains Groups Roles Profiles
LDAP
Roles
Profiles