Add your users to the Patient Prism system

There are two types of users that you may want to consider adding to Patient Prism:

1. Admin /  Managers:
   This will allow them to see the data, read reports, and make changes to your account, including number and user creation.
   - These users should have their User Role assigned as Company Administrators or Location Managers.
   
   
2. Call answering agents:
   You can add users who answer phone calls. This would be recommended so that they can be set as the Agent who answers the call, which will display on our reports.
   - These users should have their User Role assigned as Location Leads or Standard Users.

Company Administrators and Location Managers can manage their user list.
Once you log in, to add new users, go to the Manage dropdown on the side panel and access the Users section:
next-web.patientprism.com/manage/users

Then, click Create in the top right of your screen:

Step 1. User Details

Full Name: The name that will be displayed on the user's account.

Email: The email address the user will use to log in to the system and will also be the email we send alerts to (if alerts are set up for the user to be sent via email).

Phone number (optional): The number to which we will send alerts (if alerts are set up for the user to be sent via SMS).

Timezone: The timezone the user is in. This allows reports to be filtered by their time zone.

Click Assign Companies using the button on the right.

Step 2. Assign Companies

You should then see a screen like this one:

Click + Assign A Company in the middle of that box.

You should then see a screen like this one:

Company – The company you would like to assign them to.

Role – The access level you would like the user to have (User Roles Explained).

Locations – The locations you would like the user to be assigned to.
All Locations – If this is checked, the user will be assigned to all locations associated with the company, and anytime a new location is added, they will be automatically assigned to it.

Click Add Company using the button on the right.

Step 3. Create

You should then see a screen like this one:

You can now either assign another company or create the user.

Clicking Create User will send an invite email allowing them to create a password.

If any issues occur setting a password, please use this guide to assist:
Reset Password Article

The following article will explain how to setup call tracking in the Patient Prism system:
Create tracking phone numbers to analyze calls when they are dialed.