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Manage User Profiles Efficiently in EMERGE

This article explains how to manage user profiles within the EMERGE.

Written by Luiz Uggioni Savi

1. Introduction

You will learn how to add new users and configure their details and permissions effectively.

Introduction

2. Access User Account Menu

Click the account_circleStaff icon to open the user account menu.

Access User Account Menu

3. Initiate New User Creation

Click the New User button to start adding a new user profile.

Initiate New User Creation

4. Enter User Name

Click the Name field to enter the user's full name.

Enter User Name

5. Specify User Title

Click the Title field to specify the user's job title.

Specify User Title

6. Select Professional Titles

Click the Professional Title(s) field to select relevant professional titles for the user.

Select Professional Titles

7. Enter User Email

Click the Email field to enter the user's email address.

Enter User Email

8. Choose User Role

Click the Physician option to assign the user role.

Choose User Role

9. Enter Professional License Number

Click the CPSO/CONO/CNO/OCP Number field to enter the user's professional license number.

Enter Professional License Number

10. Enter Billing Number

Click the Billing Number field to input the user's billing number.

Enter Billing Number

11. Select License Type

Click the CPSO option to specify the type of professional license.

Select License Type

12. Assign MOH Group

Click the MOH Group field to assign the user to a Ministry of Health group.

Assign MOH Group

13. Open About Section

Click the About tab to view or edit additional user information.

Open About Section

14. Access Specialties Section

Click the Specialties tab to specify the user's medical specialties.

Access Specialties Section

15. Select Languages

Click the Languages tab to select the languages the user is proficient in.

Select Languages

16. Access Permissions Section

Click here to open the Permissions tab for user access settings.

Access Permissions Section

17. Review Permissions Settings

Click the Permissions tab again to review or update access rights.

Review Permissions Settings

18. Access Notifications Tab

Click the Notifications tab to configure user notification preferences.

Access Notifications Tab

19. Open Appointments Tab

Click the Appointments tab to manage user appointment settings.

Open Appointments Tab

20. Access Electronic Signature Tab

Click the Electronic Signature tab to manage the user's digital signature settings.

Access Electronic Signature Tab

This article guided you through managing user profiles in the EMERGE, including adding new users and configuring their personal details, roles, permissions, notifications, appointments, and electronic signatures. For more information, refer to related articles on user management and system configuration within the knowledge base.

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