How to Add a User

As a Clinic Admin, you can add users to the clinic such as new clinicians and patients who might have difficulty with creating an account from the Welch Allyn Home App. Please follow the steps below to reach the User page under the Admin Panel:

1. From the Clinic Dashboard, click on your name to open the Profile Menu.

2. Click on Admin Panel. You will see the Admin Panel view with new accessible tabs.

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3. Click on the Users tab.

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The User screen will show the different active users in the clinic. To add a particular user, please follow the steps below:

Add a Clinic Admin

1. Under the Users subtab, click on New User. The add user screen will appear.

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2. Fill out the fields for the First Name, Last Name, and Email. Please note that all the 3 fields are required to be filled out.

3. Click on Save once done.

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Add a Patient

1. Under the Users subtab, click on New Patient. The Create a Patient screen will appear.

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2. Fill out the required fields marked with an asterisk (*), and scroll down to see all fields. You may also fill-out the optional fields as needed.

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3. Click on Create once done.

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Add a Clinician

1. Under the Users subtab, click on New Provider. The New Provider screen will appear.

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2. The Subtype step will appear with the default Subtype showing as Licensed Service Provider. There is no need to change this for the current workflow. Click Next.

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3. The Demographics step will appear. Fill out the optional fields as necessary.

4. Click on Next once done.

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5. The Assignment step will appear. Click on the drop-down button to the right-most end of the Add Rooms field and type the room where you want the clinician to be added. Note: In most cases, this will be the default room name of the clinic as set by the Clinic Admin.

6. Click on Next once done.

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7. The License step will appear. Fill out the details as necessary. Please note that at the moment, there is no need to modify the information under Specialties and States Serviced.

8. Click on Save once done.

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9. You will receive a confirmation message stating: “Provider Created” and you will be brought back to the Users screen.

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Go back to the Admin Help Directory