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Adding/Removing/Editing Users in Clinical

How to add, remove and edit users in Clinical

Krystle Thornton avatar
Written by Krystle Thornton
Updated over a week ago

User Management Setting: The 'User Management' tab setting allows you to add, edit, and remove Hint users.

  1. To add a new user:

    1. Click the "+ New User" button

      1. Add in the Users information, and assign them to a user role. Different user roles have different account access and abilities:

        1. Admins: can do everything in a practice including updating practice information and creating new users. They may also prescribe medication (If they are configured to do so, with their ePrescription Permissions).

        2. Providers: can do everything an admin can do except: they cannot create new users.

          1. Employees: can do all a provider can do except: prescribe medication (depending on the eRx configuration), add contacts, edit users, and adding medications. This is where you may assign different administrative roles to employees in your practice. You may also add new employees or colleagues.

  2. To remove a user:

    1. Navigate to User Management

    2. Click on the user you want to delete

    3. At the bottom of the page, click on 'Delete User'.

  3. To Edit a User:

    1. Type their name into the search bar,> click into their user profile. From here you can edit their Name, Email, Cell Phone Number, Permission Role, Degree, ePrescription Permissions (i.e. Prescriber Type, NPI Number, DEA Number, DEA Expiration Date, and you can add or remove State Licenses by clicking "+ Add License").

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