Articles
Disable a User Account
How to disable a user account.
User(Staff member) overview
Explanation of the difference between a new user and a new staff member.
Create a new staff member
How to create a user account that is a staff member, how to add additional details and allocate location access.
Staff Member Types
List of staff member types and how to create a new staff member type.
Disable a Staff Member
When a staff member leaves it is often necessary to remove them as an available option for staff picker etc To disable a staff member Click Administration . Select Users & Groups from menu. Select Staff Members . Find the user you wis...
Password Security and Configuration options
CareRight supports a number of security features with user authentication. Note, many of these can be configured to your organisational policies - discuss with us your specific requirements. Feature Description SAML The ability for a SA...
Create a new user
Create a User Account User Definitions - User is typically an admin staff who does not have appointments. Create a User Account Click Administration . Select Users and Groups from the menu. Select the New Users sub menu item...
Edit a user
Edit a user 1. Go to Administration 2. Select Users and Groups 3. Click Users in the left section 4. You can see the following screen 5. Click Edit button 6. After making the changes, please remember to click update for saving th...
Promote an Existing Staff Member to a Provider(Medical provider)
To upgrade an existing Staff Member user account to a Provider, this can be done from the existing Staff Member user account. Click Administration. Select Users and Groups from the menu. Select the Users sub menu item. Select Show butto...
Edit a staff member
1. Go to Administration 2. Select Users and Groups 3. Click Staff Members 4.Pick a staff member and click show 5. Then click Edit on the top left section 6. You can see the following screen and edit all the information you want...
Lock/Unlock a User Account
CareRight has three mechanisms to lock or disable a user account. The first: CareRight supports a maximum of 20 failed password attempts. If this is exceeded, an account is temporarily locked for a 20 minute period . The second: via Admin > User...