Adding a Provider
Adding a new staff member to your clinic? New users can be created under “Administration” -> “User Management” -> “Add a Provider Record”.
Here you can enter the information for the provider account you’ll be creating. Fields with a red “:” are required in order to create a new provider record. Please ensure that all relevant fields are filled for the account that is being created.
(Please Note: All providers require a unique Provider Number. If you are not sure if a provider number is already in use, click “Suggest” to automatically select an unused provider number.)
Adding a Login Record
Once a provider record has been created, you are now able to set a username and password so that you’ll be able to log in as the newly created provider. After assigning a username and password, make sure to select which provider the log in information is being created for, as well as a numerical PIN that will be used for other Avaros features.
- Expiry Date: Select this if you would like the account’s password to expire. Passwords with an expiry require a date for them to expire on.
- Force Password Reset: If this option is set to “True”, the password will need to changed upon first successful login.
Once all sign in information has been confirmed, select “Add Record”
Assigning Roles to a Provider
In order for the new account to access Avaros features, “Roles” are required to be assigned to each provider. On the “Assign Role to Provider” tab, you can view the current assigned roles, add or edit roles, and assign roles to new providers.
To assign roles to a newly created provider, select the provider’s name from the drop down box, select the role, and click “Set Primary Role”.
Additional roles can be added by selecting “Add” under the “Action” column.
(Please note: In order to have access to the full Avaros functionality, we currently recommend assigning the “doctor” role as primary, and adding an additional “admin” role. Assigning the right Roles can be tricky, so if you need help, please reach out to our Support team)
Managing User Credentials
If you would like to update login information for a specific provider, under the Administiration>User Management section, select “Search/Edit/Delete Provider Records”. If you would like to update log in information or passwords, select “Search/Edit/Delete Security Records”. Here you can search by either username or provider number of the account you would like to edit.
Click on the username to open the record for editing.