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Quick User Definition

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This form is a simplified version of the User Definition form, and include the most essential fields allowing a streamlined, simplified and quick alternative to the User Definition form.

Prerequisites:

  • Only users assigned to one or more user roles can access this form.
  • The user must be assigned to a user role in the User Definition form, and Yes must be selected in the Allow User Role Customization field.
  • If you want to control the specific assignment of forms and SQL tables for the user, access to these forms and SQL tables can be processed in the User Role Definition, or the User Definition form.
  • If the Include Supplemental Information within User Definition field in the System Security Defaults form is set to Yes, the Supplemental section will be enabled in the Quick User Definition form. If enabled, it will display and function in the same way as the Supplemental section of the User Definition form.
  • The following information will populate from the User Definition form, or System Security Defaults form:
    • Password Term Duration (Days)
    • Reminder Notice Number of Days - The value entered in the Default Term Duration (Days), and Default Number of Days for Reminder Notification fields on the System Security Defaults form will populate.
    • The values entered in the User Definition form, for the following sections will populate for the user role associated with the selected user:
      Forms and Tables, Document Management, Workflow, Appointment Scheduling and Document Routing sections.
      No customization can occur.
    • The information in the Netsmart University section in the User Definition will be blank in the Quick User Definition form.
  • Information that populates can be edited in this form.
  1. Go to: RADplus Utilities > System Security > User Maintenance > Quick User Definition
  2. In the Select User field, enter the user name, and select.
  3. In the User ID field, enter the new user ID.
  • User IDs cannot contain spaces.
  • User IDs can contain numbers, letters, and periods.
  1. In the User Description field, enter the user description.
  2. If appropriate, in the Deactivate User field select to deactivate the user. Once deactivated, that user cannot access myAvatar .
  • If a user reaches a login failure limit (defined in the System Security Defaults form), this field is selected.
  • If selected, contact a system administrator to reactivate the user.
  1. The System Generated Password field displays the user's password. If appropriate, click Generate New Password to display a different user password.
  2. In the User Roles field, select the user roles.
  • If the user has not been assigned to any user roles, in the User Definition form, this field will be disabled.
  • In the User Definition form, if the Allow User Role Customization field is set to No:
    The first alphabetically sorted user role will be used for the user's Home View and Chart View.
    For Chart Review Forms, if the user is associated with more than one user role, the Chart Review Forms will display from all roles sorted alphabetically by the user role name. For example, if a user has a role called "Billing" and "Clinical", the forms from role "Billing" are displayed first, and the forms from "Clinical" are displayed underneath.
  1. In the Warn if user attempts non-caseload access field:
  • Select Yes to display the Non-caseload Access Warning dialog when a user selects a client outside their caseload. The user enters the reason they are accessing the client, and clicks Ok.
  • Select No will not display any messages and will not record the attempted access.
  • Select No (Silent audit) to record when a user selects a client outside their caseload, without displaying a message. This record will be added into the RADplus_non_caseload_access table.
  1. In the Is User a Staff Member field, select Yes for users who are staff members.
  • Users who are staff members can record information and manage clients for the staff member.
  • If Yes is selected, in the Staff Member field, enter the staff name or ID, select the staff by double clicking on the record.
  1. In the Is This a Valid myAvatar Mobile User field, select Yes to allow the user to access the myAvatar Mobile product.
    If the facility is not enabled for myAvatar Mobile, Yes will display in this field, but making changes in the field will not affect myAvatar .
  2. In the Is User a Unit field, select Yes for users who are units (Unit field).
  • The Unit User concept is designed for multiple user terminals so that all users have a common system login password and an individual user definition for opening each form.
  • All users in a unit have a common myAvatar login password, and have individual user definitions.
  • The Remove Unit from User File form can be used remove a user association with a unit.
  1. In the Unit field, select the units.
  2. In the Allow practitioner to see other practitioner calendars field, select Yes to allow the user to view appointments created by other practitioners.
  • This action is available from the right-click menu, when clicking on an appointment.
  1. When finished, click Submit.