1. Add a New User

2. Adding a new user/provider AKMOEVE Menu User Management -Then Grant Access by Profile -Copies an existing user/provider profile to a new user/provider -Some facilities have test/demo profiles which serve as templates for adding new employees -Demo Physician, Demo Nurse, Demo Dentist

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. 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

5. 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

6. 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

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

8. 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

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

10. 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

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

12. Issues User can’t see any EHR template –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

13. 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 User can’t cosign a note –User doesn’t have a person class

14. Person Class http://www.findacode.com/tools/taxonomy-codes.html http://www.wpc-edi.com/reference/