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Users

 

Add New User

 

Anyone that will be using the CoAction software needs to have their own CoAction Username and Password.  This is what they will use to log into the CoAction EMR software.

It is Extremely Important that a user only logs into CA with their unique username and password on one computer at a time as data and settings may not save properly.

If a user needs to be logged into more than one computer at a time, that user will need additional usernames created for themselves.

 

 

Let’s get Started

 

Under Admin

Select Users

Select ADD

 

 

Enter in all necessary info for New CA User

The Titronics box should be left blank if the provider is not using this as a means of analysis.

Once you have added the appropriate data click “Save”.

 

 

Once completed, you will see New user displayed in list

 

Each user can have permissions set, allowing that user into various areas of the CA software. Here is how to set those permissions.

 

While looking at the list of users, Click on the new user within the list and select the privileges tab

 

 

Double Click the appropriate box, indicating the user can have access to that specific area of CoAction.

  • Main- Admin Section
  • Billing
  • Practice Diagnosis
  • Reporting

 

Please note: There is not a way to remove certain aspects of a section.

For Example:

If a user can access Reporting, the user will have access to ALL Reports in the Reports area of your CA toolbar.

Additionally, you also have the ability to tie a patient to a Group instead of selecting individual Privileges.

(The Groups and privileges tied to a group are Created under Admin>> User Groups)

 

Groups created will be displayed under the Groups tab

 

CA has a few groups already created

  • Doctors - All Privileges
  • Front Desk - Billing and Main Admin Section
  • Billing- All Privileges
  • LMP- Billing, Practice Diagnosis and Reporting

 

To tie a user to a specific group, you will double click the appropriate group and select Save. 

If you would like to create your own groups with a different set of privileges, please go to Admin> User Groups.

 

Training Video Reference

Please keep in mind, this is an old training video and may not provide a full explanation but, is provided for a visual walk through.

 

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