Version 14.19

Path: Practice Management tab > Staff/Providers

About

Each user added to OP must be assigned to at least one Location in the Staff Directory. While this controls several operations in OP, the most common are the user's ability to log into OP and the flow of Staff and Provider information to the Practice and Patient Portals. Users who work at different Practice Locations should be assigned to each Location so that their documentation is correct as they move between Locations.

Assign a User to Location(s)

1. Navigate to the Staff Directory by following the path above.
2. In the Staff Name column on the left side of the window, select a staff member. This list is determined by the Location selected in the Located field located at the top of the window. To display all users in the list, select the All checkbox.
3. In the Locations section of the Basic Info tab, click the Add button.
4. Click the Add Record button located within the Locations field.
5. Click in the blank field just below the Location(s) header, and use the drop-down to select the Location.
6. Click the Save button to save your selection.
7. Repeat steps 4-6 to add additional Locations.

Remove a User from Location(s)

1. Navigate to the Staff Directory by following the path above.
2. In the Staff Name column on the left side of the window, select a staff member. This list is determined by the Location selected in the Located field located at the top of the window. To display all users in the list, select the All checkbox.
3. In the Locations section of the Basic Info tab, select the Location to remove from the user.
4. Click the Delete button.
5. Click OK to confirm you want to delete the record.
6. Repeat steps 3-5 to remove additional Locations.

Version 14.10

Utilities > Manage Practice > Staff/Provider Directory

Overview

In order for a user to be able to log into OP, they must be added to at least one location. Additionally, users who travel between locations must be added to each work location. 

Note: Users who work at multiple locations will be asked the first time they log in each day which location to use. When a user works at multiple locations in the same day, that user must manually select the proper current location in the Location dropdown for Vaccine documentation purposes.

Add Location(s) for a User

Follow the steps below to add a user to a Location.

1. Navigate to the Staff/Provider Directory using the path above.
2. Select a staff member from the list on the left pane of the window.
3. In their record on the right pane, locate the Locations field in the Basic Info tab.
4. Click the Add Record button located within the Locations field.

1. Select the Location from the dropdown.
2. Click the Post Edit button to save your selection.

1. (Optional) If you are adding a staff member into multiple locations, repeat steps 4 through 6.

Remove a User from a Location

Follow the steps below to remove a user's access to a Location.

1. Navigate to the Staff/Provider Directory using the path above.
2. Select a staff member from the list on the left pane of the window.
3. In their record on the right pane, locate the Locations field.
4. Select the Location that should be removed.
5. Click the Delete Record button within the Locations field. A confirmation window will appear asking if you would like to delete the location record. Click OK.