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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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  1. Set Up

Creating New Users in Digital CHC

PreviousPassword managementNextResetting Password for a User in Digital CHC

Last updated 3 years ago

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In Settings click on the Users screen:

Click on the “Create” button in the top right-hand corner:

Type in the user information and then click on the “Create” button at the bottom of the screen. This will trigger a validation email

Once the user has been created you will need to assign the user to the relevant Security Group(s) that control the access permissions:

Click on the “change” button underneath “Security Group Membership”:

Select the Security Group(s) you want to assign to the user and the click on “Save changes”:

The screen will then refresh and display the Security Group(s) that have been assigned:

Confirming Email Address

The new user will receive an email with a link prompting them to “confirm your account”:

The user clicks on the “Confirm your account” link and then they will see a message “Email confirmed”. The account has now been confirmed in Digital CHC.

The user then clicks on the “Login” button and that link will show a screen like below. The user can now close this browser window.

The user will receive a separate email confirming they have been set up as a user with their username and initial password:

The user should then open a Web browser and login to Digital CHC using the URL for the CCG. The user will see a screen like this:

The user will type in the email address and their initial password in their welcome email and click Sign-in.

The user must take care if copying and pasting from the email to ensure they do not include any spaces after the email address or password.

As this is the first time they will have signed in they will need to change their password to something more memorable:

The user enters the existing password, then sets a new password and then clicks “Continue” to sign-in to the system.

Change Password

Users can change their password inside the application by clicking on their name at the top right corner and then clicking the “Change password” button:

The user types in the new password, confirms the new password and then clicks on the “Update” button:

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