Managing Users
Caseload Security and Extended Caseload Security
Caseload Security and Extended Caseload Security Caseload Security and Extended Caseload Security ICANotes Security Administrators can enable a group rule called “Caseload Security”, which will prevent users (excluding Group Administrators) from ...
Updating Your Email Address In ICANotes
Updating Your Email Address In ICANotes 1. Go to Settings + Directories. The Email address can be changed on the Identity tab. 2. Then, go to the "My Security Info" button on the bottom of this same window. 3. You can change your email address here. ...
Finding Notes by a Clinician (Report)
Finding Notes by a Clinician (Report) This knowledge base article will demonstrate how to pull up notes by a clinician within a certain timeframe. I want to pull up all the notes that Jane Moody did in the month of May 2019. 1. Go to the ...
Role-Based Security for Non-Clinical Role
Role-Based Security for Non-Clinical Role A user having the pre-defined Role of "Non-Clinical": Has access to following screens Calendar Patient Account Patient Demographics NOT able to have access to the chart Productivity Report option is not ...
Requesting Electronic Signature
Requesting Electronic Signature Security Administrators can request electronic signatures for users through the Security Center. Follow these instructions to request. 1. As a Security Administrator, click the 'Settings & Directories' drawer from the ...
Group Administrator Permissions and Access
Group Administrator Permissions and Access Users assigned as Group Administrators can access the following: 1. Settings & Directories Specific to Individual for all users Group Level Settings & Directories 2. Calendar Settings Adding Clinicians ...
Manage Folders on Upload Site
Manage Folders on Upload Site Users given permission to manage folders will be able to edit, add, or delete folders from the Upload Site. These folders will be able to be used to filter results on the Documents page within ICANotes. Set Up: 1. From ...
Upload Site Permissions
Upload Site Permissions Uploads Site Permissions Users with the following disciplines/permission have full access to all patients through the uploads site: Office staff discipline Security Administrator Group Administrator Users who are not set with ...
How to Disable a User
How to Disable a User How to Disable a User If a user's account needs to be disabled, this can be done by a security administrator. You will not be able to permanently delete a user record because deleted accounts may cause issues with patient ...
Restrict Search by Site from Chart Room
Restrict Search by Site from Chart Room Restrict Search by Site from Chart Room Instructions If your group has two or more sites and you have individuals in your group who work exclusively at one location, Security Administrators can restrict the ...
Treatment Plan Administrator
Treatment Plan Administrator What is a Treatment Plan Administrator? The treatment plan administrator is a user that is able to see treatment plans due dates for all users within the group. The administrator can monitor the treatment plan due dates ...
Auditor Account
Auditor Account Auditor Account Creation Security administrators can create an auditor login for their account. The following steps demonstrate how to do this. A Security Administrator can create the user and there is a minimal charge for a month. ...
User Permissions Overview
User Permissions Overview This guide explains the various individual settings we can apply to users and how to go about changing them. Accessing Individual Permissions. Individual user permissions may be edited by the Security Administrator in the ...
How to Add Users to Your Account
How to Add Users to Your Account These instructions will guide you through adding a new user to your account. Only Security Administrators are able to add new users. If you do not have the Security Administrator role, you will need to work with your ...
How To Reset a Password For Another User (by Security Administrator)
How To Reset a Password For Another User (by Security Administrator) 1. As a Security Administrator, from the Chart Room, click the Settings icon from the bottom left. 2. Click the Security Center button and enter your password. 3. Find the user who ...