Creating a New User/Staff Member

To create a new user, follow these steps:

1. Go to Practice > Admin > Doctors and Staff

2. Click the   button next to Staff

3. Required Setup:

   1. Enter the new Staff member's first and last name, license, title and their desired name shown to patients.

   2. Enter the staff member's email address. This can be a personal or work email and will be used for logging into the 4D EMR program.

   3. Set a temporary password.  The user will be prompted to change this password during their first login.

   4. Select a Default Facility Location

   5. After saving the Staff account you will need to configure user permissions for the new staff member. This is done by hovering over their name and clicking on the green key icon. 

      1. Users with superuser status will have full access to 4D EMR. This should only be given to staff members that have your complete trust. A complete breakdown of permissions can be found in the User Permission Guide

4. Optional Setup:

   1. If the Staff member will need to be able to access ePrescribe to write or view prescriptions contact 4D EMR support at support@4d-emr.com.

   2. If the Staff member needs to be included in the InstAnnounce 'Everyone' group check the InstaAnnounce box.

   3. If the Staff member needs to be added to the Schedule as an available calendar for appointments click the "Has a Calendar Box"

   4. If the Staff member will be a provider on quotes check the "Provider for Quotes" box. 

   5. If the Staff member will receive commissions on the sale of products and services check the "Gets Commissions" box.

   6. If the Staff member can receive Gratuity/TIps from patients check the 'Can Receive Gratuities' box.

   7. Enter the Staff member's home address, home phone, and personal mobile if desired. This information is never shown to patients but is stored for staff reference.

Video - User/Permissions Setup