System Administrator

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Who is the System Administrator?

The QuicDoc System Administrator is someone with access to all areas of the program (with the exception of continuing education tracking and Psychotherapy Notes). The Administrator maintains the database, registers the program, adds and edits user information, and performs other tasks related to network and database maintenance.

If you are using QuicDoc on a network, the Administrator should be someone who is usually available and has a working knowledge of your network configuration. If you are using QuicDoc on a single PC, you will still need an Administrator logon to perform specific tasks.

Administrative ID and Password

The first time you open QuicDoc, you are guided through the Setup Wizard to enter an ID and Password for the System Administrator. This is the Administrative logon.

 

When logged on as the Administrator, the Administrative side bar menu is visible. Click it to expand and display database tasks.

Purge the Audit Log

 

Tasks

SA Tasks bar

The Administrative Tasks bar lists the most frequently used features. These functions only appear with the Administrative logon. Administrative tasks include:

 

Register the program for unlimited uses
Add users and edit user information
Change a user's access levels
Make a user inactive or delete a user
Check who is logged on to QuicDoc
Recalculate authorizations
Setup providers work schedules
Reassign  clients to a different provider
Set Administrative Preferences

 

Administrator as a Therapist

If you are a solo provider or are the Administrative for a small network, and will also be using QuicDoc as a clinician seeing patients, you will need to set yourself up as a provider/user.  The User logon (ID and Password) will limit the patient list to just your patients, and will allow you to track Continuing Education credits.

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