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Forms and Tables Section

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Define the forms and tables a user can access.

Forms and SQL Tables

  1. Click Select Forms for User Access.
  • The Select Forms For User Access screen displays.
  • Select the forms to give the user access, click Ok.
  • You must have Is the user a system administrator checked on the User Definition section in order to see all forms.
  1. In the User Security Level field, select the security level.
  2. In the Allow Access to myAvatar Registry Editor field, select Yes to give access to the myAvatar Registry Editor. Applies to myAvatar Registry Editor versions 4.0, and higher.
  3. In the Prevent User Access to Clients not in ‘My Caseload’ field, select Yes to stop the user from accessing clients that are not in their caseload.
  4. The Allow User to Modify Printer Fonts field is representative of legacy functionality and is no longer applicable to myAvatar. Manage printer fonts by going to: Home View > Preferences > Printer.
  5. The Prevent User from Application Logout field is representative of legacy functionality and is no longer applicable to myAvatar.
  6. In the User Timeout (In Seconds) field, enter the amount of time before the user is automatically logged off myAvatar .
  7. In the Prompt for Username at Form Entry field, select Yes to require that the user enter their myAvatar username and password when they open a form.
  8. In the Allow Product SQL Access field, select Yes to give the user access to myAvatar SQL tables.
  • Click Select Tables for External Product SQL Access
  • The Select Tables for External Product Direct Caché SQL Access screen displays. Select the SQL tables the user can access, click Ok.
  1. In the Allow Product SQL Access to Additional Datasets field, select Yes to give the user access to SQL tables used in third party reporting software.
  • In the Product SQL Access Datasets field, select additional SQL tables (located in multiple system codes) the user can access.
  • Multiple system code functionality is setup by a Netsmart system administrator.
  1. In the Social Security Number Access field, define how the user will be able to work with client social security numbers throughout myAvatar:
  • Initial Data Entry, View and Edit
    Enter new data for a client, edit and view data
  • Initial Data Entry and View
    Enter new data for a client, and view data
  • Initial Data Entry
    Enter new data for a client
  1. In the Require Filing Authentication for Applicable Forms field, select Yes to require that the user enter their user ID and password when they file a form.
  2. In the Allow Access to Clients with client alert ERROR field, select Yes to allow the user to access client records assigned an error client alert type.  Alerts are associated with a client in the Client Alerts form.
    This allows the user to bypass "Error" type client alerts.
    For example, if Yes is selected in this field, and Client Alerts is selected in the Select ERROR Alert Types field, when the ERROR alert is displayed the user can click Ok to open the form.
  • In the Select ERROR Alert Types field, choose the alert types the user can access (set up in the Alert Types form).
  • Select Error (Custom) to give the user access to custom client alerts (set up in the Client Alerts form).

Home/Chart Views and Abstracts

  1. In the Home View field, select the home view to associate with the user. Home views are managed in the View Definition form.
  2. In the Chart View field, select the chart view to associate with the user. Chart views are managed in the View Definition form.

    Note: The user must log out of myAvatar , and log in again to see the updated view layout.
     
  3. Click Select Chart Review Forms to display the Chart Form Designer - form group screen.  These forms will be available in the user's chart, when Customize Forms is clicked.
  4. Click Select Abstract Items.
  • Abstracts are set up in the Abstract Definition form.
  • Abstracts can be accessed from the Client Data Bar (when chart is open for the client).
  • The Abstract Items screen displays.
  • Select the items, click Ok.
  1. If multiple system codes are enabled by a Netsmart system administrator (System Code Definition form), in the System Code(s) field, select additional system codes the user can access.

Netsmart Mobile Apps

  1. In the Netsmart Mobile App Access field, give the user access to the selected mobile applications.
  2. In the Mobile App User Role field, select the user's role for the selected mobile app.

    Note: When users are merged or assigned to multiple roles without customization, the mobile app user role with the lowest code will take priority, and all mobile apps selected for access will be combined for the affected user.

    Please contact your Netsmart representative regarding licensing limits for Primary Care, or Psychiatry access.

Team and CareGuidance

  1. Click Select Team to open a window listing the registered team. Check the boxes to add this user to those teams and click OK.
  2. Click CareGuidance Alert Settings to display the CareGuidance grid and define the alerts for the client.

Two-Factor Authentication

  1. In the Primary Two-Factor Authentication Token ID field, enter the first iButton serial number.
  2. In the Secondary Two-Factor Authentication Token ID field, enter the second iButton serial number.
  3. When finished, click Save.