User Configuration

Why Configure Users?

Users need to be added to your TeleTracking IQ® platform.

If your hospital is using the Active Directory solution provided by TeleTracking Technologies to manage users, you will need to use the Admin > Users feature within your TeleTracking IQ® platform to complete the user profile and provide the users with the functions that they need to perform their work. You will need to:

  • Associate users with roles, medical practice accounts, facilities within medical practice accounts, and the user names in the classic TransferCenter application.
  • Add users manually later (if needed).
  • Change user information that was uploaded from TeleTracking Technologies Active Directory (for example, if a user's last name or extension changes).

You need a user account for anyone using your TeleTracking IQ® platform who:

  • Performs administrative functions for this product (for example, configuring user information).
  • Submits patient referrals.
  • Places patients.
  • Manages and documents behavioral health encounters.
  • Creates, edits, deletes, or views on-call clinician schedules.
  • Customizes reports and analyzes data.
  • Supervises or manages people who perform these tasks.

In addition, the configuration of the Community Access® Portal users determines which referrals they can see on the Referral list. When users view the list, they filter the list by the facilities of a medical practice account that they belong to. The referral information on the screen is limited to only the facilities in one medical practice account at a time, which is easier to read and streamlines the work process.

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Licenses Required

Your organization must have licenses for the services on the TeleTracking IQ® platform . After your organization has a license for a service or application and the license has been enabled, the sections of the TeleTracking IQ® platform that are associated with the license will be available. TeleTracking service representatives can assist you with licensing.

After licenses are enabled for your organization, you will need to assign roles to your users in their user profiles. Roles determine the capabilities that users have and the tasks that users can perform within the licensed applications and services.

Example:  

Someone at your organization can access On Call only if your organization has a license for the On-Call Scheduling™ application. If your organization has such a license, then only users who have the Service Line Owner role can access On Call > Schedule to create or edit clinician shifts. Users who have the Schedule Viewer role can access On Call > Schedule to see, but not create or edit, clinician shifts.

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User Configuration Tasks