To Add a New User:
1. Click "View Admin Panel"
2. Click "Add User" (green button under the User tab in the top left)
3. Ensure you pick the correct user type.
4. Assign a Username (we suggest using their email address)
5. Create a unique password for their initial log-in. They will change their password upon first log in.
6. Complete the rest of the User information.
7. Assign User Permissions under the permissions section (Permissions explained at this link).
8. If needed, Restrict to Specific patients using the checkbox at the bottom.
9. Save - Create User using the Green "Create User" Button in the bottom right.
10. Contact us at ClinicNote to pay for your new user.
Important Things to Note:
We are best reached at either Info@ClinicNote.com or 701-219-4675. Please let us know how many users you've added and the best way to reach you.
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