Settings: User Tab (Functions)

The User tab allows you to create titles for the user functions present in your organization. These functions are crucial for identifying which users can complete and sign Evaluations and for determining which Flags users can add to a patient chart. You can add functions manually, or use the function template.

After creation, functions must be assigned to user profiles, evaluations, and flags.

Creating User Functions

Use the following steps to create new user functions for your organization.

1. Click on your initials and select Settings. 
   
2. Open the User tab.
3. Click Add item.
4. Add the role title and add a short version. This short version appears on the form and in the patient chart tabs.
5. Update to save.
6. You can update the title or short version of the function at any time. 

Assigning User Functions

Once the function has been created, there are a few additional steps that need to be taken.

Add User Functions Individually

1. Assign the User Function to each user profile using the Function drop-down. This is completed under initials > Manage Users. 
   

Add User Functions with the Function Template

You can also create Function templates that will allow you set up user templates that can be added to individual user profiles.

Functions are custom to your organization and are typically defined during the implementation process. Each user role includes a suite of features, but if the feature that you require for a user or group of users is not included in the role selected, you may add specific features to their profile.

Each user can only be assigned to one function. 

1. Click Edit Template next to the desired user title  

2. Select the roles, external roles, features, and add-on features/integrations that you want associated with that user in the template. 

   

   • Note: If an non-internal role is selected (such as Display or Lab Liaison), any drop-down choices associated with that role will still have to be manually selected on each user profile where the role is assigned.
3. Click Update at the bottom of the page.
4. This template will now be available for selection when you create a new user or edit an existing one.

When working with evaluations on the patient chart, each form displays the function of the user responsible for completing or reviewing the document.