How can I add a new users to my office?

UPDATE: When creating new users, the account will be created but will be on inactive status, this means that the account will not be listed on your active user list. However, the system will still send out the verification link and instruction to log in. Once the new user verifies and logs in, the account will be activated.

Purpose:

To guide Office Administrators on how they can add new users to their office

Procedure:

1. Go to Administration
2. Click Users
3. Click Create New User(Top Right)
4. Enter the User's Information
   1. Complete Name
   2. Date of Birth
   3. Email
   4. Phone Number
   5. Check the Office you want to give access to this user and select the Primary Office
5. Address
6. Other Information
   1. Add Credentials and NPI Number
   2. You can also add other information if you have them
7. E-Signature
8. Configuration
   1. Make sure to check Display All Schedule
9. Roles
   1. Select the correct role – PT , OT, Speech or Office Manager
10. Save