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Assign Users to Location(s)

Version 14.19
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.
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.