1. Add a New User

2. Providers Use current setup- Provider Add/Edit PROVIDER key is given automatically Authorized to Write meds field set to YES Need the DEA# or VA# for narcotics Sites need to make sure they have their institution DEA# stored in the Institution file

3. EHR Ordering Key ORD (Order Entry Configuration Menu) KEY (Key Management) Allocate OE/RR security Keys Providers need the ORES key Do NOT give people more than one ordering key

4. TIU User Class TIU Maintenance Menu User Class Management List Membership by User Enter User Name ADD class of PROVIDER –Sites may be more specific in the class such as Physician or nurse practitioner Set start date back a couple of days Do NOT enter a termination date

5. PCC Keys Those people with the PROVIDER key should not need any special BGO keys BIZMENU – for immunizations BIZ EDIT PATIENTS

6. Electronic Signature User should set this up User’s Toolbox Electronic Signature code edit Prompts will appear on notes and orders- should be appropriate Phone numbers will also appear Signature code can be any characters 6- 20 but must be entered in upper case

7. Clean up User forgets signature code – This will happen a lot IRM can clear it out but they cannot “read” it since its encoded The user then needs to make another one

8. Other Users Nurses need ordering key ORELSE Pharmacists May Need to be Entered In as Provider as RPh or CPS All users need a TIU User class Everyone needs an electronic signature

9. Visit Parameters for Other Users BGO Keys given as necessary Visit parameters

10. Issues User can’t see any EHR template –Check to see if in correct TIU user class User can’t sign orders –Check for CPRS Order key User can’t write narcotics order –Make sure DEA# or VA# has been entered

11. Issues User can’t add or edit problem list, POV, CPT –BGO keys have not been assigned –BGO View Only User doesn’t get the signature box –User doesn’t have electronic signature code