Articles
Adding Staff into the Staff Directory
The steps below will instruct you on how to enter staff members into Office Practicum and associate them to locations and departments.
Setting Up Providers in the Staff Directory
Learn how to complete a provider's setup in OP after their Information has been completed.
Clinical Levels
Learn how to assign a Provider the correct Clinical Level in OP.
Adding, Modifying Passwords
Forgot your password? Need to assign a password to a new user? Follow the steps below for password help.
Deactivating a User Account
User accounts can be deactivated in the Security Settings table. Deactivation allows you to keep a user in the system, but make them inactive (unable to log in).
Managing User Permissions
To assign specific permissions or program privileges to an individual staff member, navigate to Security Access within the Staff Directory, and follow the steps below.
User Permissions
This table lists all of the active User Permissions within OP and their definitions.
Managing Group Permissions
Membership groups determine what areas of OP are accessible to a specific user. Certain Smart Toolbar buttons will be hidden or visible depending on the group membership.
How to Troubleshoot Permissions
The article provides guidance on troubleshooting access issues in the OP system, focusing on checking and managing user permissions and personalization settings.
How to Troubleshoot Personalization
The article focuses on troubleshooting access issues in the OP system related to personalization settings, explaining how users can customize their ribbon to enable or disable certain features and tabs.
Adding or Modifying Groups
In this section, you will learn how to add or modify permission groups in OP. By doing this, you can narrow down what areas of OP your staff can access.
Enabling Strong Passwords
Enabling strong passwords is a way to apply a defined list of password settings for all users.
Creating and Maintaining Strong Passwords
The article emphasizes the importance of creating and maintaining strong passwords in medical practices to protect patient data, providing guidelines for creating secure passwords and policies for safeguarding them.
Adding New Staff Members in OP - Quick Tip Video
This OP Quick Tip video shows you the basics of how to add new staff members in OP.
Duplicate Existing User as New User - Quick Tip Video
This OP Quick Tip video shows you the basics of how to duplicate an existing user to use to add a new user in OP.