Forms & Reports
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On the Users tab of Org Centre, or from the Manage Users link of the Settings menu, you will see a list of all of the users from your organisation. They are listed with:
You can sort users by column. Click once sorts A-Z, second click sorts Z-A.
Enter part or all of the user's name in the Search For box.
You can narrow your search, or find a specific group of users by selecting a Role group.
the role listing will display the roles that are currently assigned for your organisation.
You can also search All, Active Only or Inactive Only users.
As an Organisation Admin with permission to create user accounts (this access is generally only available to Enterprise customers) you will have three methods for creating a new user account.
At the right side of your screen you will see an Action menu that includes a number of action options. The menu varies depending on the account type.
From left: Organisation, Primary, Secondary account action menus.
A summary of the fields that should be addressed / completed.
Administrator's notes You may see notes written here by an MMEx Administrator. Notes will usually relate to accessing the user's profile to check or update settings, roles, licences or in relation to a Helpdesk query.
Initially you will see the account and licencing details for this user account including organisation membership and username.
Link user Accounts Where a user has accounts across multiple sites, you can link and unlink those user profiles here. Click on Add New Linked User to open the User Access Details window.
NB: Primary and Secondary accounts are linked automatically at the time of creation.
When the user logs in, they will be able to switch between their accounts through a drop down menu that appears in the top right corner of MMEx.
You will see a list of the Roles that have been created for your organisation.
You can apply these roles to users at your organisation.
Check the box for the role you want to apply to the user.
Clicking on Alter User's Permissions will open a window that displays the user permissions that you are able to manage.
There are three columns:
Permission levels are as follows:
Permission levels override the base role permissions.
When assigning or removing permissions it is important to consider why the user needs to see/interact with that area/ function of MMEx and ensure they hold a role and qualifications that allow them to do so.
It is our recommendation that you have as many roles created as you need for all of the different access levels you require for your users. Applying roles to users, instead of tailoring individual profiles gives you greater confidence that access is controlled and consistent when staff join, leave or change positions in your organisation.
If you need a new role created contact MMEx helpdesk.
NB: Many of these details can be set by the Org Admin and also the user themselves. Where the User can set this themselves, (USER) appears at the end of the explanatory text.
These are the details that will display in any templates that automatically populate this data. Please ensure user's email address is correct. (USER)
A marked Check box for Send User Notification emails will mean the user gets emails (to their nominated email address) from MMEx advising them that there is a secure message waiting for them.
Provider type: Only required for users who Bill for services through Medicare.
Should be set to General for all, but Specialist for all Clinicians where a patient requires a referral before services can be billed to Medicare. (USER)
Timezone Ensure timezone is set correctly - this impacts on the times the user will see events as taking place and is important for ensuring events are recorded correctly. Ensure the correct timezone is selected for the user's location. (USER)
Immunisation If user is to be administering immunisations the Send Immunisations to AIR box should be checked. If there is an internal immunisation notification process, enter the name of the recipient of these notifications here. The nominated recipient will receive a secure message every time this user completes an immunisation. (USER)
You can delete and add a new recipient if this changes. (USER)
Lookup Categories control a number of display and reporting options in MMEx:
It is recommended to have a Category (role/position type) and a Region (Location) is set for each user. Users can have multiple Categories and Regions.
Ensure the user is ticked as visible in Address Book if they want to be able to be searched for. Most users will need this box checked. However, some who might work in non-clinical roles (e.g. data and finance) and so may not require this visibility.
Select the required category from the list and click Add Category/Region. Ensure that the most relevant item is selected as the Primary.
Password You can reset the user's password here. If you do, please check the box User Must Change Password on Next Logon to ensure the password is confidential. (USER)
PIN Number This is where the Medication PIN is set. (USER)
Default Pages You can modify:
Forward Incoming messages You may want to forward messages for a user who has departed the organisation or is away on extended leave. Selecting forward Messages will reveal a user picker so you can select who these messages will be forwarded to.
Signature/Out of Office These can be set by the Org Admin and also the user themselves. (USER)
Security token Security token to send file to IF Portal is only required if this user is the person from the Organisation who will be submitting OCHRE Streams Reports for the organisation. Only one user can have this token assigned at a time.
Go to your Organisation Centre on the Settings menu
Choose the user from the 'Users' tab, that you need to add the HPII number to. Click on Modify.
In the user profile, scroll down to the HPII field.
Add the HPII number.
Select 'Check/Update HPII' button - this step is required.
The HPIO number will be automatically used from the Organisational account.
This action is only available to organisations where this has been agreed with MMEx, as part of the licensing contract. Accounts can only be created for genuine MMEx users, only at your organisation.
Please ensure when swapping users and licenses, that you do so like for like. You can only swap a licence from one user to another user, selecting the same license type. For example: General Clinical License user for General Clinical License user.
Refer to this page for details on creating new user accounts.
To reactivate a previously inactive user click on Enable from the Action menu.
User details should be recorded with only the user's name in the Surname field because:
There is a separate organisation setting to control whether users are able to modify the following fields:
There are currently 7 privacy levels available to be applied in MMEx:
User can see the privacy level(s) applied to their account by opening My Profile on the Settings menu.
Refer to the Role Management screen for user and role permission information.