Create New User
This guide covers the basics of how to create a user in EncaptureMD.
Note: User must be a Site Admin to perform this function.
- Navigate the to Admin Section
- Select Users
- Select + User
- Enter in First Name, Last Name, username, email as required fields
- Enter NPI, Middle Name, Suffix, Title, External ID as optional fields
- Click Ok
- Select the checkbox for the appropriate user group(s)
- Toggle Welcome Email Now or choose to send later.
- Click Done
See below on how to invite a user section if you choose to send the welcome email later
Invite a New User
- Navigate the to Admin Section
- Select Users
- Right Click user to invite
- Select Send welcome email
Resend Email Password Reset
- Navigate the to Admin Section
- Select Users
- Right Click user to send password reset
- Select Email password reset
For a more detailed guide go to the guide below. https://emd.screenstepslive.com/a/1897258-user-management