Adding a User
The following steps outline the process for adding a user into the Vital Interaction system.
... select Add User
Add user information and access levels
|Basic: View assigned doctors and facilities|
|Customer - Admin: Can access all facilities, doctors|
|Customer - Super Admin: Customer Admin access plus Add/Edit users|
|Allow General Settings Access: Can access General Settings|
|Allow Facility Settings Access: Can access Facilities / Clinic Settings|
Message Kind Information
View On: Place a check mark in the corresponding box to allow the user to access the Message Kinds in Vital Interaction reports.
Notifications On: Place a check mark in the corresponding box to enable email notifications for these Message Kinds.
Note: Notifications On for Appointment Reminders will send an email message to this user every time a patient responds with the DECLINE option or a message fails due to invalid contact information.
Tip: Notifications On is intended for schedulers so they can follow up with patients that need to be canceled or rescheduled. Notifications On can be overwhelming for users in a non-scheduling role.
Daily Report On: Place a check mark in the corresponding box to include these Message Kinds in the Vital Interaction Daily Summary Report.
Tip: The Vital Interaction Daily Summary Report is a good tool for managers and supervisors.
All Facilities On: Selecting this will grant access to all facilities/clinics.
Select a Main Facility for the user > click Save.
You now have a new user!