The Group Admin has the ability to create locations and accounts for the group. Group Admins also have the ability to change the information and settings within practices, locations and accounts.
All of the group admin tools are found in the menu located in the upper right hand corner in the cloud app (all admin changes must be made in the cloud).
Within the admin tools, click the Locations button. This will take you to the Manage Locations page where you will see a list of existing locations. Click Create Location to add a new location for you group. First select the practice you would like to apply the location to, enter a name and as much additional information as you would like (only a practice and name are required) and click save.
After a location has been saved you can edit the location by clicking the Locations button and selecting the location from the list
Click the Accounts button within Admin Tools. Click create account. Creating an account requires the following information:
- First and Last name
- Email address
After this information has been entered you will need to assign roles and practice privileges by checking the boxes and adding or removing practices.
Be sure to click Create to save the new account.
After you have created an account you can always go back in and edit or adjust the account and privileges.
Deactivating a Provider
It may be necessary to deactivate a provider who is no longer with your group. To do this, select the account from the Accounts page, change their password and email. They will no longer be able to access your group.