How to setup a new user and manage user privileges

    in Admin Dashboard

    Ensuring that school users are setup with the proper privileges is essential to protecting confidential health information. This article will help you navigate the Users menu.

    • Step-by-Step Instructions
    Go to Admin Dashboard.

    Click Users under the heading Account.

    To add a new user, click New User.

    All User Info fields are required: Username, First Name, Last Name, Phone, Email.

    Select a Start Page. (Front Desk is recommended.)

    Select Admin or User.

    Admin will allow the user to have all application privileges, access to all trackers and groups, access to all folders and access to all requirements.

    For Admins, you can allow for access to All Treatment Notes Templates. Restrict access by clicking Select Templates or No Access to Treatment Notes.

    For users, select the appropriate privileges for Application Privileges, Access to Trackers and Groups, Access to Folders, Access to Treatment Notes and Access to Requirements.

    Select a Default Template (if given access to Treatment Notes).

    Click Save to send the invitation email to the new user with their username and temporary password.

    To edit an existing user, click Edit Preferences.

    To Archive an existing user, click Archive and Continue.

    You will be prompted to enter your password twice and then click Archive School User.

    Once you have Archived a user, this cannot be undone.

    • Tips and Tricks

    Once a username is created, it cannot be changed.

    How to reset a user's password
    User password can be reset by clicking Reset Password. A temporary password will be sent to the user’s email address.
    How to manage user privileges
    To provide a user with all application privileges, designate them as Admin. This will allow the user to have all application privileges, access to all trackers and groups, and access to all Folders. Privileges break down as follows:

    Student Health Tracker: allows access to the tracker search page as well as the individual student health tracker pages.

    Record Review: allows a user to accept/reject incoming requirements via the Reviewer Portal.

    Send Emails: allows a user to send mass emails as well as individual emails to parents.

    Upload for Student: allows a user to upload a requirement from the individual student health tracker page.

    Print Coverpage: allows a user to print a cover page (used for faxing) for a requirement from the individual student health tracker page.

    Audit Log: allows a user to view historical activity/details for the requirements on each student’s health tracker page.

    Student Medical Record: access to this page is required if a user will need to add treatment notes and documents to folders. If the Vital Health Record is checked, the user will be able to view it here.

    Fax to Provider: allows a user to fax the 911 enabled documents to any US fax number.

    Vital Health Record: allows a user to view the student’s entire Vital Health Record – confidential/sensitive information entered by parent including medical history, medications and allergies. You must select this feature along with either Student Medical Record and/or Student Health Tracker.

    Magnus911: access to this page is required if a user will need to configure, print or reactivate 911 cards.

    Reactivate 911 Cards: allows a user to reactivate expired 911 cards.

    Configure 911 Card Printing: allows a user to decide what information will be displayed on the 911 cards.

    Immunizations: allows a user to review/enter immunization details and retrieve immunization reports within the Immunization Tracker.

    Prescription Tracker: allows a user to review/enter prescription details and chart medications given within the Prescription Tracker.

    Edit Student: this link appears on both the Student Medical Record and Student Health Tracker pages in the user details box. Allows a user to to view/update student and parent information, such as name, DOB, phone, email and to reset passwords. The user can also see parents linked to the student. Edit student link has to be selected along with either the Student Medical Record or the Student Health Tracker.

    Archive Student/Parent: allows a user to archive a student or parent.

    Remove Parent/Student: allows a user to remove parent relationships from students.

    Mobile App: allows a user to access Magnus from a supported device.

    Fax: allows a user to fax 911 enabled documents to any US fax number.

    Magnus911: allows a user to activate the Magnus911 system to notify emergency contacts.

    Emergency Contacts: allows a user to view emergency contact information listed in the Vital Health Record..

    Allergies: allows a user to view allergies listed in the Vital Health Record

    Medications: allows a user to view medications listed in the Vital Health Record.

    Patient Check In: allows a user to access and use the Check In module.

    • User Permissions Required For This Guide
    Administrator Only

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