User Window

Top 

Users   Select Users from the side or the top View menu. The User window displays identifying information for an individual user, or with the Administrative logon, a list and information for all users including provider work schedules.

 

Continuing Education Tracking

CEU Users

Users can record and conveniently keep track of their continuing education units. The program, location, dates, and number of units are all displayed in an entries list box. This feature is not available when using the Administrative logon.

Tracking education

 

Setup New Users

The Administrative logon is required to set up new users, assign passwords and access to areas of the program, as well as set up levels of access.

Setup Users and Passwords

Setup Access Levels
 

Edit User Information

Edit patient With the Administrative logon, select Users from View menu. Double click on a user name, or click Modify User Information in the Tasks side menu. Make changes, and click OK to save.

 

Delete User

Select the user from the list. From right mouse or Users menu, select Delete User. Users who are associated with patients cannot be deleted. Instead, make them inactive.

 

Make Inactive

First select the name from the list. From the Users menu select Make Inactive. The user will be added to the Inactive list.

Click InactiveShow inactive users under Tasks on the side menu to view the inactive list. Click Show active users to display the active list.

 

Make Active

Select a name in the Inactive list, and from the Users menu select Make Active to activate again.

 

Quick Find

find user

With the Administrative logon, the Find field at the top of the User window allows you to quickly search the users list for a specific name. Begin typing in the Find field, and as you type QuicDoc will search and select the corresponding name.

 
HELPUse the Help icon at the top right of the window to quickly access the Help file.

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