Linking Users for Portal Access
Each user intending to access a web-based portal must be granted access by way of the WebChart system. This can be done by linking the appropriate user accounts with their corresponding charts, manually, via the WebChart Access Control editor; otherwise, this can be automated through the import of an HR file. By linking the user account with the appropriate charts and establishing the role of the user, portal access can be configured for all users, accordingly. In addition to ensuring that the appropriate user accounts are linked to their corresponding charts and the roles are established, a chart must also have the appropriate Provider Organization relationship established. To begin linking users, manually, perform the following:
<div class="card-header"><i class="fa-solid fa-note-sticky fa-lg me-2" aria-hidden="true"></i> Note</div>
<div class="card-body">All users needing access to the portal will need an email listed in their account profile (which can be added when the portal user is first creating their portal account), and the <strong>Def. User Role</strong> field must be set to <strong>User-Limited Access</strong>.</div>
Manually Link Users to Access Portal
- Navigate to the Control Panel on the side menu.
- Click the Access Control tab.
- To locate the user being granted access to the portal, use the search field and filters as needed, and click the Go button.
- Click the Edit link in the Options column of the appropriate user.
- Locate and click the Edit Patients Linked to User link in the upper-right of the screen.
<div class="card-header"><i class="fa-solid fa-note-sticky fa-lg me-2" aria-hidden="true"></i> Note</div>
<div class="card-body"><p>Once the page loads, ensure the user has two roles listed in their user account:</p>
- The user should be listed with the role of Self; and
- He/She should be listed with the role of Portal/NoMoreClibboard User.