Properly setting up Security User Accounts in Atlas gives each user individual access to the software, allowing for the configuration of special permissions, tracking of changes to the software and more. One of the most important functions that Security Users performs is to automatically log the proper Providers at the VTC.
For the software to properly function, it is necessary to create a User Account for each Provider who will be accessing the Virtual Travel Card (VTC). User Accounts can be created for a computer if multiple staff share the computer.
- Account ID: User Name created to log into Atlas Note: can be no longer than five characters long – prints in CAPITAL letters always
- User Name: full name for User
- User Initials: initials for user – display on reports, transaction ledger and more
- User Role: default permissions level for user (specific permissions configured in next section) ADMIN-access to all areas CA-limited access
- User is a Provider: check this box and choose appropriate Provider if the User Account is to be associated login for a specific Provider
NOTE: The software will automatically log in the provider as configured in the ROOMS configuration
- Search Delay: Atlas uses incremental search delay to assist you in navigating different lists: services, patients and more. Ex: You are doing a search for the service ‘Adjustment’ – you can type in A-d-j and it takes you to the ADJ listings. If you pause 2 seconds and type U – it will take you to the U listings. Generally a setting of 2-3 seconds is sufficient. If you type slow, set it longer; if you type fast set it shorter.
- Active: be sure to check this to activate the user account. When a user becomes inactive (leaves the practice) uncheck this box and a date populates
- Password: type a password and retype to verify – password limited to max 14 characters and passwords are CASE SENSITIVE
- Click SAVE when done and test by logging out and back in with the new account