ADD WEBSITE ACCESS (Top)
To add website access, click on the "Add Website Access" link.
The User Name will auto-populate from the email address that was added on the Physician's Contact Info Tab. Establish a start date for Careficient AMS access for the physician. This screen provides website access information such as username, login and password information. You can either "Generate Password" for the physician and this will be emailed to the physician (make sure to check SPAM folder if you do not receive your email prior to calling Careficient Support) OR you can "Enter Manual Password".
NOTE: The password will not be emailed to the physician until they are given Org Access (below).
"Enter Manual Password" allows you to enter a temporary password for the physician. It is not emailed to the physician. You will need to communicate the temporary password verbally to the physician. They will be asked to reset their password when they login with their temporary password. See Sign-In Process.
The will take you to the Roles Entry screen. Select the Physician Document Management Role and click "Save" when finished. This role can not be edited. It is controlled by Careficient.
NOTE: For Careficient Agency Administrators, click here for more information on Roles.
ADD ORG ACCESS (Top)
Click on "Add Org Access" to allow a physician access to a specific Organization. This will generate a temporary password that the physician can change when they first log into Careficient AMS. Access can be granted to multiple organizations.
Choose the Organization (1st Tier), Region (2nd Tier) and Agency (3rd Tier) that you want to give the physician access to. Once you have given the physician Org Access, they should receive an email notifying them of their user name and password. Click "Save" when finished.
EDIT WEBSITE ACCESS (Top)
Click on the "Edit" link to edit the website access.
NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Website Tab: Edit Physician.
Make the necessary changes and click "Save" when you are finished.
RESET PASSWORD (Top)
There are two ways to reset a physician's password:
- Generate Password
- Enter Manual Password
"Generate Password" will email the physician a temporary password reset to the email address that is in their Physician's Contact Info Tab. The physician will need to know their ORG code in order to do so. They will be asked to reset their password when they login with their temporary password. See Sign-In Process.
NOTE: If you do not get the password reset, check your Junk Folder in your email.
EDIT SECURITY (Top)
Click on the "Edit" link to edit the physician's security (role).
NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Website Tab: Edit Physician.
Make the necessary changes and click "Save" when you are finished.
VIEW SECURITY (Top)
Click on the magnifying glass to view the physician's security.
This will take you to the Roles. You will not be able to edit the physician document management role as it is controlled by Careficient.
EDIT ORG ACCESS (Top)
Click on the "Edit" link to edit the Org Access.
NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Website Tab: Edit Physician and Modify Org Access.
Make the necessary changes and click "Save" when you are finished.
VIEW ORG ACCESS (Top)
Click on the magnifying glass to view the Org Access
NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Viewing Org Access: View Org.
This will take you to the Organization's Region Detail page.