Step 2 - Add a New User Group
Only complete this step if you want the user to have a schedule on the appointment screen (ex. practicing doctors, residents, nurses, not receptionists). Otherwise, skip to Step 4.
Groups are used as a way to manage who you want to view on your appointment screen at one time and is a very useful tool in a large clinic. Even if you are a small office, you will need to have at least one default group where you put all providers in order to see them on the screen. If you have set up a new user and they don’t show on the appointment screen, the most common problem is that they haven’t been added to a group.
- From the Admin Page, click on the ‘Add a Group No. Record’ link. NOTE: Write down the exact spelling of the group to which you want to add the new user. If you even capitalize a letter, it will create a new group.
- Type in the exact spelling of the group you want to add the new user to
- Put a checkmark in the box beside the name(s) that you want to add to the group
- Clicking on the ‘SAVE’ button will save your selection and bring you back to the ‘Admin’ page
Document Actions
