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.
At the right side of your screen you will see an Action menu.
Use the Modify option to manage the profile, role and permission settings or active status of an existing user account.
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.
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 Specialists. (Hint: if a patient requires a referral to see this user, they need to be marked as Provider Type: Specialist) (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.
User Role 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.
Permissions Clicking on Alter User's Permissions will open a window that dispays the user permissions that you are able to manage.
There are three columns:
Permission levels are as follows: Deny - user is NOT allowed to view or interact with this content Allow - user is allowed to fully use, view and interact with this content Read - user can read the content, but not add to it. Write - user can read and write information in this part of MMEx unspecified - No change to the base role.
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. If you find you are modifying multiple roles to suit a purpose, consider creating a new role that can be applied consistently across the organisation, time after time.
If you need a new role created contact MMEx helpdesk.
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:
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.
Click on Select User to select the user's “other” profile. Set Link reason as Linking the Same User Include a comment if required. Click ok.
When they next log in, the user will be able to switch between their accounts through a drop down menu that appears in the top right corner of MMEx.
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.
Select the Users tab in the Organisation Centre
Select the user you wish to disable.
Select Modify from the action menu on the right hand side of the screen, in line with the user's name.
From the “Customer and License ” section you will see The Customer Membership this account belongs to, The 'Type' of license assigned to this user and the expiry date of the user license.
Update the license type correctly. (Only those licenses that you have purchased will show in the drop down list).
The License expiry date will populate based on the current purchased available license expiry date.
Ensure all user details are complete and filled out correctly - you will be unable to save until all mandatory fields have been completed.
Many organisations currently incorporate the organisation name or the user role into the Surname field. This is no longer required, but organisations can continue using this method if they wish. 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.