Creating a new nonclinical employee client card

Click on the ‘New’ button within the client card window.

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Enter the first and last name of the person being added, note the first and last name are a shade of pink, this means they are required fields.

Select the client type from the dropdown as Employee (Alberta Patient).

As this is an employee card not a patient card, filling in all the information is not critical.

For address and phone number use the clinic location and phone number.

Change the Gender based on employee.

Click save in the top right corner of the client card.

Click on the Employee tab to start assigning permissions. Once completed, click save.

User section

Emp Id – Name of the employee, this is the username of the employee for logging into Healthquest.

HQ User – Allows this employee to login to Healthquest.

System Administrator - Ability to add/remove permissions for HQ users, clinic wide program setup options can be modified.

Security - Not applicable for most clinics.

Job Class - Set the employee as part of a group, such as receptionist, billing, referrals, doctor.

Default Prac - Assign a default practitioner to a staff client card, when creating new chart notes, etc., it will select that practitioner automatically.

Start Date – This will default to the date you create the new client card.

End Date – Fill this out if the employee no longer works in the clinic.

S.I.N - Not applicable for most clinics.

End Reason - The reason why the employee was end dated, such as resigned.

Assign Access Based on Role - Select the role to select standard permissions for that role.

Email Password - Not applicable for most clinics.

Netcare/PLB Settings - Enter username credentials to Netcare to link your Healthquest account to your Netcare account.

Copy Program Setup Settings - Ability to mirror the settings of an existing employee.

 

Click here to review each of the permissions.

Once the employee's client card and permissions have been saved, local (server) users are now ready to access the EMR. They are able to login with their Emp. ID and can setup their own password, cloud based clinics should contact their account manager to finalize setup, and to arrange for cloud access logins for the new user.

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