The Administration Panel is mainly useful for Avaros users with Admin rights.
In the User Management section you will be able to:
1. Add User
2. Manage Users
💡 You can find shortcut buttons for these User Management features in the Administration Panel shortcut menu.💡
Adding a New User
From your Schedule Dashboard select 'Administration' → Select 'User Management' → then click 'Add User'
Once you have clicked on ‘Add User’, there are 4 steps to create a new user profile in Avaros:
Step 1: Login Information
Give the new user a username, Password, and PIN. These are the credentials they will be using to log into their new account. You can also set an expiry date for the account (useful for temporary staff), choose to force a password reset once the user logs in for the first time and choose to give the user Administration Access. Once you have completed all that, click on ‘Contact Information’ to continue to the next step.
Step 2: Contact Information
In the contact information, you can provide some details about the new user. First name, last name and type are required fields, any other information is optional to input. Click on ‘Multi Site Selection' when you are ready to continue to the next step;
Step 3: Multi Site Selection
In the multisite selection, you can choose the location information the new user will have access to. Select 'Billing Information' to continue to the last step.
Step 3: Billing Information
Finish setting up your new user's profile by entering their billing information. If they are billing individually, enter their billing number in the 'Provincial Billing #' text field. if they are billing as a group, enter their billing information in the 'Group Billing #' text field. Click ‘Create User’ when you are finished. You will receive a ‘Success!’ message that the new user has been added.
To manage user profiles for your clinic, go to 'Administration' in your Schedule Dashboard → 'User Management' → 'Manage Users'
Here, you will have the option to search for the user based on their Last Name, Provider No., Username, Active/Inactive status. Select the user would like to edit by clicking on their information displayed.
Here, you can edit any information on the user's profile. When finished, be sure to click ‘Update User’ to save all your changes.
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