Skip to main content
Sign in
Français

Adding New Staff & Location Feature

Adding staff members to EngagedMD is easier than ever! Any EngagedMD user at your clinic who has practice admin privileges can set up new staff member accounts. 

If your clinic has opted to use EngagedMD’s location feature, the following details will apply. If your clinic has not opted to use EngagedMD’s location feature, you will not be prompted to set this when creating patients.

 

Adding Staff

1. Log in to EngagedMD, navigate to the Staff tab, and click 'Add Staff.'

2. From there, enter the user's First Name, Last Name, and email address (NPI and Phone Number are optional fields).
 
3. Select the user's access level:
 
  • Practice Administrator: This allows the staff member to create new user accounts, remove user accounts, manage practice settings, and manage consent forms.
  • Clinical Reviewer: This allows the staff member to have documents assigned to them to review.

4. Click Save. This will send an activation email to the user to set up a password and log in.

 
Quick Note: If your clinic's EMR integrates with EngagedMD, there may be additional steps required for staff users to access EngagedMD from within your EMR. Specifics would have been covered during training, but reach out to EngagedMD Support if you have questions.
 
Finally, please note that to add new doctors to EngagedMD, you will need to message EngagedMD Support. Adding a new doctor may have billing implications for your clinic.

 

Edit Staff Access Levels

1. Make the user either a Clinical Reviewer, a Practice Administrator, or both if necessary.
 
Below is an overview of the capabilities each role consists of:

All Users: 

  • Add Patients
  • Assign Forms
  • Assign Modules

Admin Users:

  • Add/Remove staff users
  • Make Staff Admins or Clinical Reviewers
  • Remove Doctor
  • Make Doctor Admin
  • Grant location access to users (if using location feature)
  • Add new forms and edit existing forms
  • Create consent packet

Clinical Reviewer:

  • Sign/Review forms

 

Location Feature

When adding patients to EngagedMD, you will be required to set their location. Administrative EngagedMD staff members will be able to see all patients within EngagedMD, regardless of their location. However, non-admin staff members will only be able to see patients who share the same location as the staff member.

For example, if Nurse 1 is set up with Location 1, but Patient 1 is set up with Location 2, Nurse 1 will not be able to search for Patient 1. If the staff members' location access needs to be updated, an admin EngagedMD user will be able to update this. This can be done by:
 
  1. Going to the Staff Tab
  2. Search for the Staff member
  3. Check the new location the Staff member will need access to

 

 

Related articles