How do I create a new ClinicMode user?

This feature is available for Clinic Owner and Clinic Admin roles.

Question

How do I create a new Clinic Mode user?

Answer

Note: If a user already has an account, you only have to link them to your clinic.

Additionally, users are unable to have more than one account linked to the same email. For instance, if a user holds roles as both an Immunizer and Greeter, they must have separate accounts under different emails for each role.

1. Navigate to the Users tab and select ClinicMode Users on the left-hand side of your console.     
2. Select Clinic Mode Users > +New User.
3. Complete the details in this pop-up window and click Save to create the user.
   a) Ensure the license body and license number are correct. 
   b) Input the user’s organization. If you have access to multiple organizations, you will see these in the pick list.
   c) Enter the approver's name. Usually, the approver is a user who created this account.
   d) Make sure that Enable Clinic Access toggled on. This way the user's account will be active upon creation.
   e) Select the server generated password or set your own.
    

          6. Click Save and the user will receive a verification link. 

Note: The link is valid only for one time use. Make sure to link the user to your clinic for them to have access to clinic specific data, such as appointments and vaccinations.