Creating a New Personnel - Step by Step
Within this guide, we will go over how to create a new personnel profile in your database. This guide will only cover the creation of a new personnel profile, not applying permissions to a personnel profile. To learn more about applying permissions to a profile, please click here.
To learn how to create a personnel profile please follow along below:
Step 1. Expand the Personnel tab on the right-hand side bar and press Add Person.
Step 2. After your page reloads, you will be on the personnel intake. On this screen, there will be required pieces of information you will need to fill out (those fields are bolded in red).
To create a username and password for this personnel, you will need to click on the 'System User' (A) checkbox and then fill in the boxes that appear (B). After making all desired edits, press the Save button in the bottom left-hand corner (C).
Note: For all personnel (regardless of whether they are a full CareNet user or Portal User you will need to assign a security group.
Tip: If you do not want the personnel you are creating to have login access, simply do not check the system user box. By creating a personnel profile, you are essentially creating a contact card for the person you are adding. Additionally, after saving the profile, this person will appear on drop-down lists throughout the client profile.
Step 3. After pressing the Save button, this person is now officially saved to your database! If you would like to further modify permissions for this profile, please click here.
Important: If there is a personnel profile that you do not want to have login access do not delete the profile. Deleting the profile will remove all occurrences of that profile being used throughout the profile. For example, if a personnel saved an encounter service after their profile was deleted, it would remove their name from that service. For more information on correctly deactivating a profile click here.