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How to Add a Doctor as an Admin or Caregiver in Enterprise Manager
How to Add a Doctor as an Admin or Caregiver in Enterprise Manager

Easily add doctors to ONSCREEN’s Enterprise Manager as admins or caregivers with this step-by-step guide.

Updated over 3 weeks ago

Logging into Enterprise Manager

  1. Go to https://portal.onscreeninc.com and log in with your credentials.

  2. Once logged in, navigate to the Users screen in the upper-right corner.


Option 1: Adding a Doctor as an Admin

If the doctor needs full access to all users in the system, you can add them as an Admin:

  1. Select Create New User in the Users section.

  2. Enter the doctor’s details:

    • First Name

    • Last Name

    • Email

  3. Set the doctor’s role by selecting Admin from the dropdown menu.

  4. The doctor will receive an email with their first-time password.

As an Admin, the doctor will have full visibility into all users in the system.


Option 2: Adding a Doctor as a Caregiver

If the doctor only needs access to a specific patient, follow these steps:

  1. On the Users screen, scroll down to the Users section.

  2. Locate the individual and click the Family button.

  3. Click Invite Family to add a caregiver.

  4. Enter the doctor’s details:

    • First Name

    • Last Name

    • Email

  5. The doctor will receive an email with their login credentials.

  6. They can log into the Enterprise Manager portal or use the OnScreen app.

As a Caregiver, the doctor will only have access to the specific user they are assigned to.


Admin vs. Caregiver: What’s the Difference?

Role

Access Level

Admin

Can view and manage all users in the system.

Caregiver

Can only access one assigned user.

Choosing the correct role ensures doctors have the appropriate level of access while maintaining system security. By following these steps, you can efficiently integrate doctors into your OnScreen Enterprise Manager, enhancing care coordination and patient support.

If you have any questions or comments about this functionality, please don't hesitate to reach out to our support team.

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