How do I add a new user in EZDERM?

An Administrator on your EZDERM account will need to create user profiles for any staff members who need access to the system.

This can be done in the Practice Management system by clicking on your practice logo in the upper left-hand corner and then selecting Accounts. If you do not see the Accounts tab, this means that you are not an Administrator on the account and cannot add new users.

Click the blue Add User button in the top right of the screen.

You will be required to add a username and password for the user. The user will have the ability to change this information, but whichever username and password you create is what should be provided to that user to grant them access to both the EHR and Practice Management System.

Selecting a Role for the user is extremely important because the role will affect the abilities the users have in the system. For example, Clinical Staff can send prescriptions electronically, so if a staff member at the front desk needs this ability, their role should be set as Clinical Staff. The Provider and Aesthetician roles are the two types of users patients can be scheduled with. It is important when adding or removing a provider from your practice, to contact your EZDERM representative.

Checking the Admin checkbox will give this user more abilities as it pertains to Settings for your practice, an example of which is the ability to add new users. Access Permissions do not apply to Admin users, so you should be careful with which users you give Admin abilities to.

Certain fields such as Clinics, Primary Clinic, email, office phone, fax, and address are all required to be able to create a new user. There will be no adverse effects of adding your office's information in the Personal Information section when creating a new user.

A field you may have questions about is the Default To Do Assignee. In EZDERM, staff members have the ability to create To Do items or tasks for other users. This field in the user's settings is simply a way for the user to set a default user to assign their To Do items to, meaning each time they create a To Do item, the assignee will be whichever user is indicated in this field.

It is important to note that you will want to leave both Drug-To-Drug and Drug-To-Allergy in the Yes position for all users you create. 

Lastly, the system will require you to set the Clinics and Primary Clinic for this user, in the General Information section. This will determine which of your practice's locations this user will have access to. Select all relevant clinics from the Clinics drop-down menu. Once the Clinics field has been populated, click on the clinic you'd like to set as the Primary Clinic for this user. After clicking on that location, it will populate the Primary Clinic field, in light gray text. If you are having trouble, click the gray 'i' icon for more information about how to populate the Primary Clinic field.

New users can also be added in the EHR application (iPad and iPhone) by going to Settings > Accounts and clicking the plus sign (+) in the upper left-hand corner.