Add New 

User/Therapist

 

A practice has different types of users in addition to the therapists. When you set up accounts for people who are not therapists, do not complete the Therapist Profile section in the User Profile window.


Follow these instructions to add a new user:


  1. On the menu bar, click Setup. The Setup menu appears below the ClinicSource menu.


  1. On the Setup menu bar, click Users/Therapists. The Users/Therapists screen appears.


  1. In the Users/Therapists screen, click the New User icon  below the Setup menu bar. The New User screen appears.


  1. Complete the User Profile section. The minimum fields that must be completed prior to saving a profile record are:


 

  1. If the new user is a therapist, complete the Therapist Profile section. Make sure you have the correct identification numbers when you complete this section. If the user is not a therapist, skip this section.


  1. In the Rendering Provider ID Numbers table, add any provider ID numbers applicable and select the type of identification.


  1. In the User Functions table set all user permissions that apply to the new user.


  1. Select the Save icon once completed.

Created with the Personal Edition of HelpNDoc: Make your documentation accessible on any device with HelpNDoc