User Management

User management allows you to configure your users. With these three sections, you can invite users, configure their profession and set up their access rights.


INVITE A NEW USER

If you have an employee to invite, you can follow these steps:

  1. Click on My Clinic
  2. Click on the User Management tab
  3. Click on the upper right (+) Invite a new user 

Important : The (+) Invite a new user button will be displayed only if you have remaining licences to be assigned. 

Please contact the support department to add more licences: support@medexa.com or add a new licence in the Subscription tab.

Once the user is registered via email, please follow the next instructions to set up the new licence.

* Note that you won’t be able to see the new user under the accounts section until this person is registered with an invitation. 

** Disconnection of your Medexa account might be necessary to display the new user under the accounts section if the person is registered right after the invitation’s email is sent.


SET UP AN EMPLOYEE ACCOUNT

- Access rights

  1. Click on My Clinic
  2. Click on the User Management tab
  3. Click on Access Rights 
  4. Select the access rights you would like to activate for an employee
  5. Click on Save changes

- Settings
  1. Click on My Clinic
  2. Click on the User management tab
  3. Click on the employee’s name
  4. Fill in the fields in the Information and Practice profiles section
  5. Make sure to save at the end of each section

- Assign services / Setting schedule (via points of service)

  1. Click on My Clinic
  2. Click on Points of service tab
  3. Select the points of service where the employee is located 
  4. Click on Employees tab

* if the employee's name is not on the list, click on Add/Remove employees, select name and save changes.

- Services tab

  1. Go to Services tab
  2. Click on Assign services to employees
  3. Click on the desired point of service 
  4. Select the employee that you want to assign services 
  5. Click on Assign/Unassign
  6. Check the services offered by this employee at this point of service
  7. Click on Save changes


HOW TO CONFIGURE THE SCHEDULE

Here are the instructions to configure the start and end times of the days worked by this employee at this point of service:

  1. Click on My clinic
  2. Click on Points of service
  3. Select the desired point of service where the employee will work
  4. Click on Employees
    *If the employee is not in the list, click on Add/Remove an employees, check the name and save.
  5. Click on Availability next to the employee name
  6. Configure the start and end times of the days worked by this employee at this point of service
  7. Check Day off on the days when this employee does not work 
  8. Click on Save changes

** IMPORTANT: It is possible that an employee works at a clinic in the morning and at another clinic in the afternoon
To do this, you only have to configure the start and end time corresponding to the hours worked in the morning for the first point of service and enter the start and end time corresponding to the hours worked in the afternoon at the second point of service.

Don't forget to tell your employee to go configure their professional signature via the My Account section at the top right.