Users

Please note: Once your providers are created in In Touch Biller Pro, do not edit them in any way as this may cause integration issue between In Touch Biller Pro and In Touch EMR.

 

Each time that there are any changes in your staff, let us know. We will be the one to add the users for you. 

 

INSTRUCTIONS:

User Maintenance is where you may add or edit user IDs to access In Touch Biller PRO. You may also add or edit user information, preferences, permissions, and roles.  The setup and use of user IDs ensures that all users have proper access to the site and accurate user-based custom reporting.

To navigate, go to Administration: User Maintenance

1. Click Admin.
2. Under Practice and Users, click User Maintenance.

 

Add or Edit a User

When you land on the User Maintenance page, you have options to add new a user, edit, delete, or disable an existing user ID, change the user password, and create a report.

• To create a new user, click Add a New User.
• To edit an existing user, click the edit icon.
• To delete the user, click the delete icon.
• To change the user's password, click the lock icon.
• To disable the user, deselect the Enable checkbox.

 

 

User Type

When you add or edit a user, you are navigated to the user information page.

Select the User Type.

• If you select Provider, you must make a selection from the Provider select menu, which populates the provider's First Name and Last Name.
• If you select Staff, continue to Associated Providers

 

Associated Providers

Select provider(s) to associate to the user ID. This selection determines if this user ID is able to select that provider on claims and scheduling pages.

 

 Enter User Information

1. If the user is Staff, type the Last Name and First Name. If the user is a Provider, the first and last names are auto populated.
2. Enter the user's Email.
3. Enter a User ID (must be at at least six characters long) and Password (see Password Strength on screen).
4. Select the default Location. This is the location that the user will be logged into in EHR.

 

Associate Users to Locations

Associating a user with selected locations ensures that the Location drop-down menu only displays locations that are relevant to the user, increasing convenience and efficiency. After locations are added to My Locations, the filter only displays the locations that are associated to the user (e.g., EHR Dashboard where the user selects the working location).

1. To add a location to the user's My Locations list, select the location and then click Add to move the location to the right.
2. To remove a location, select the location from the right side and click Remove to move the location to the left.

 

Permissions

You can assign the user's permissions by clicking on the edit icon of the created user.

• Administration Rights: Grants users full access to Practice Management Administration. Note: These users cannot be prescribing doctors. Click this check box to make the user a super user. 
• Eligibility and all of the claim options do not pertain to In Touch EMR accounts.

 

Restrict Financial Information

A permission that affects PM users is the Restrict Financial Information option, which removes the Billing and Reports module tabs located on the menu bar. An ideal candidate for this selection is a front office staff member who only performs patient registration, scheduling, and eligibility tasks. These users are not allowed to create claims or view back end billing information.

 

Default Landing Page

Selecting the default landing page determines which screen the user lands on after logging in. You can select either the Dashboard or select a specific page in In Touch Biller PRO. If the user is a member of the billing or front office staff, you can select a specific page that the user will most frequently use as a default landing page.

After all of the user selections are complete, click Submit.

Additional Options

Force Password Change

To force the user to perform a password change at the next log in, select the Force Password Change at Next Log In check box. 

Note: To create a new password, the user needs the temporary password that was created by the super user.  

 

Create a Report  

The option to create a report is on the bottom of the page.

1. Select the Report Type.

• Usage: User log in, log out, and IP address.
• Password: User IDs and passwords.
• User Permissions: User permissions and role information.

2. For Name, select the desired user name or All Users.
3. Select the date range (≤30 days).
4. Click Create.

The example below is a user permissions report. The timestamp is PST. A local timestamp is planned for a future release.

 

Associate User with Providers

The practice providers who are associated with the user ID here displays on the associated providers select list.

1. Click Associate User with Provider.

 

2. Select New – [Add all practice providers].
3. Select the User.
4. Click Submit.