🧑‍⚕️
Digital CHC
  • Introduction
  • 📄Online Forms
    • Digital Checklist
      • Domains
      • Recommendations
      • PDF Output
    • Fast Track
    • National Consent Form
    • Multi-disciplinary Needs Assessment
    • Decision Support Tool (DST)
    • Review & Reassess
    • S117 Mental Health Referral
    • Children and Young People's Continuing Care Pre-Assessment Checklist
    • Children and Young People's Continuing Care Decision Support Tool (CYP DST)
  • 📘Case Management
    • Introduction
    • Working on cases
      • Editing Patient Details
      • Editing GP details on case
      • Rewinding A Workflow
      • Requests for GP Information
      • Summary page
      • Workflow page
      • Checklist page
      • MDT (and digital DST)
      • Documents page
      • Timeline page
      • Notes page
      • Linked Cases page
      • Deleting a case
    • Create Case Manually
    • ABI Rehab (Not CHC) Cases
    • Initial Contact
    • Care Package Approval Workflows
    • Equipment Care Package Approval Workflows
    • Direct or Third Party PHB Care Packages
    • Block Contract Services and Services Paid by Other Methods
    • Checklist to MDT Workflow process
    • Referrals Discounted Before Assessment Completed
    • Decisions Workflow
    • Social Worker Review of DST
    • CYP Checklist to Joint Assessment Workflow
    • CYP Decisions
    • Mental Health Referrals Workflow
    • Patient Deceased Workflow
    • COPDOL Workflow
  • Finance
    • Prior year codes
  • Digital CHC - Directory of Services
    • Creating Users for Providers/Services Setup
    • Creating Providers and Services
  • Provider Portal
    • Creating Users for Provider Portal (by CHC staff)
    • Creating Users for Provider Portal (by Provider staff)
    • Provider Portal User Guide
  • ☁️Patient Portal - OneVu
    • User Guide
  • ⚡Integrations
    • EMIS Integration
  • 📊Reporting
    • Digital CHC Reportal
  • 🛠️Set Up
    • Users
    • Password management
    • Creating New Users in Digital CHC
    • Resetting Password for a User in Digital CHC
    • Security Groups
    • Document Types
    • Templates
    • CCG and GP Practices
    • Workflows
    • Lists
    • Finance Coding Set Up
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  • Directories of Services:
  • Service Custodian

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  1. Digital CHC - Directory of Services

Creating Users for Providers/Services Setup

PreviousPrior year codesNextCreating Providers and Services

Last updated 1 year ago

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Directories of Services:

Click on Users menu option:

You will see a list of existing users.

To create a new user click on “Add an Existing User”, you will be prompted to type in the email address of the user:

Click Search, if the user exists their details will be displayed:

Then click on the “Allow Access” button. You will then need to assign the user to a Group:

Click on the “Change” button and then tick the Group(s) you want to assign the user to:

Then click “Save”. The user will then show as being assigned to the Group(s):

At any time you can change the Group(s) the user is assigned to by clicking on the “Change” button.

You then need to assign the User to your Organisation. Click on Organisations on the menu. You will then see Organisations that you have access to as a system administrator:

Click on the name of the Organisation:

Then click on “Manage users”. You will see a list of existing users that have been assigned to the Organisation:

Click on “Add an Existing User” to assign the user, you will be prompted to type in the email address of the user:

Click Search, if the user exists their details will be displayed:

Click on “Allow access”:

Click on the “Change” button to assign the user to the Group(s):

Click on the Save button. The user will then show as being assigned to the Group(s):

At any time you can change the Group(s) the user is assigned to by clicking on the “Change” button.

Service Custodian

Click on Users on the menu:

You will see a list of existing users.

To create a new user click on “Add an Existing User”, you will be prompted to type in the email address of the user:

Click Search, if the user exists their details will be displayed:

Then click on the “Allow Access” button. You will then need to assign the user to a Group:

Click on the “Change” button and then tick the Group(s) you want to assign the user to:

Then click “Save”. The user will then show as being assigned to the Group(s):

At any time you can change the Group(s) the user is assigned to by clicking on the “Change” button.