We are currently updating the OP Help Center content for the release of OP 14.19 or "OP 19". OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

How do I add a new user and give permissions?

To add a new staff member or provider into the OP software, follow the chart below to locate to the articles for the steps necessary to add the staff member/provider and grant permissions:

Topic of Instruction 
Adding a Staff Member
Adding a Provider
Adding Basic Staff Information into the Staff/Provider DirectoryAdding Staff into the Staff Directory
Adding Staff into the Staff Directory
Adding Provider Specific Information into the Staff/Provider DirectoryN/ASetting Up Providers in the Staff Directory
Note: Users must complete the Basic Staff Information entry above prior to using this instruction.
Adding Staff and Providers to Permission GroupsManaging Group Permissions
Managing Group Permissions
Adding a Scanned Signature to a Provider's RecordN/ALinking a Signature to a Provider
Adding Credentialed Providers to InsurancesN/AConnect Providers to Insurance Payers
Videos that demonstrate adding Staff and Providers into OPAdd New Front Desk Staff Video
Front Desk Passwords and Permissions Video
Add Mid-Level Provider Video
Mid-Level Provider Info and eRX Video
Mid-Level Passwords and Permissions Video
Add New Provider Video
Provider Info and eRX Video
Provider Passwords and Permissions Video
Adding and Removing a Signature Video