Instructions


  1. Click Users tab.

     
  2. Click Create New button and the New User window will appear.
  3. Enter user information. Required fields are indicated by a red asterisk (*) and are described below:
    • *Client: The main office this user will need access to. The default is your primary organization.
      • If you have multiple offices or locations and need the user to have access to more than one site, you can add additional offices in the Extra Client Access field.
    • *First/Last Name: User's name as it will appear in the app and on reports.
    • Title: For example, RN, SW, etc. Strongly recommended for clinical staff, as it is used in reporting (Jane Smith RN)
    • *Email: Primary work email address and username for this system.
    • *Primary Phone: Required for users who use the mobile app. It also serves as the mobile app login ID. Strongly recommended for others who use call routing and call escalation from Total Triage nurses. Otherwise optional.
    • Alternate Phone: Additional numbers for contacting the user in ubeRNote and mobile app.
    • *Role: Determines read/write access to the system in conjunction with Permissions.
      • Client Admin: Read/write access.
      • Client Staff: Read-only access.
    • UbeRNote: Determines access to the UbeRNote portal. 
      • No: Prevents user from logging into the ubeRNote portal.
      • Yes: Allows the user to access the ubeRNote portal. Additional defined Permissions display when selecting this option.
        • Users: Allows the user to access User information in our system.
        • Patients: Allows the user to access Patient information in our system.
        • Activities: Allows the user to access ‘Activity History’ for the organization.
        • Nurse: Allows user access to edit activities, such as adding notes.
    • mAPP: Determines access to the Total Triage mobile app.
      • Selecting Yes will allow the user to log into the Total Triage mobile app. You can create a new App Profile (recommended) or (not common) select a profile that has already been created for the same person from the dropdown list.

        NOTE: If the user needs to have access to multiple profiles (whether as different roles or across different organizations) you will need to create a unique app profile for each role/organization that the user can select when logging into the app.

        An app profile can be unlinked from a user by clicking the "X" next to the App Profile name. WARNING: Doing this will disable the mobile app for the user unless another App Profile is selected.


      • Leave the selection on No if the user won't log into the mobile app.
    • Reporting Portal: Determines Client Admin user access to the reporting portal. Select Yes to allow access or leave the selection on No to prevent access. Because this feature is only available to Client Admin users, you will not see this option when Role is set to Client Staff. 
    • Extra Client Access:  Allows access to more than one client or client location. For example, if your facility has multiple locations that this user will need to access patient information from, you will want to add each location that they will need to be able to access.
      • To add a client, select it from the dropdown list. To remove a client, click the "X" next to the location name.
    • Case Manager: Some clients list Case Managers on patient profiles. Checking this box allows a user to be designated as a Case Manager.
  4. Click the Create User button to save the new user.

TIP: To update a user's information, click on the user name in the list of users, update the information, and click the Update User button to save the changes.


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