Adding new users to ACM is a simple process. For new Organizations who are setting up Automated Care Messaging, we recommend starting here.

Otherwise, continue to Step 1.

STEP 1

Add New Users

There are two ways you can add new users to ACM:

Invite new users via the Add New User button (PointClickCare users only)
Have users request access

Option 1 | NEW! Invite new users

The button is only visible to Organization and Facility Admins. They can add new users by navigating to:

Main Menu ☰ User Management> Users
Click the Add New User button in the top right-hand corner
Input
- First name
- Last name
- Email (where the invite will be sent)
- Assign:
  - User role
  - Moderation state

The new user will receive an email with the name of the person inviting them to ACM, and the link to log in with their PCC credentials
By default, they will have User level permissions, be unmoderated, and have access to all facilities to which they are assigned in PointClickCare

NOTE: Users added via the Add New User button can either gain immediate access, require enablement from an Admin or require review. We recommend you choose your default log-in setting as Allow Access with Message Review.

NOTE: Only Organization and Facility Admins can add new users with the button.

NOTE: If your new user does not have an email, they can gain access via Option 2.

Option 2 | Users request access

Contact your desired list of new users and ask them to go to https://pointclickcare.cliniconex.com/userapp and log in with their existing PointClickCare credentials.
Users will be presented with a message notifying them that they must wait for an Admin to grant them access.
All Organization Administrators will receive an automated email notification from Cliniconex when a user requests access to Automated Care Messaging.
The new user cannot send messages until an Admin enabled access.
Go to Step 2 to learn how to enable accounts

By default, they will have User level permissions and have access to all facilities to which they are assigned in PointClickCare.

STEP 2

Enable users and assign roles

New users who gain access via Option 1 | Users Request Access will need approval. To do this, an Admin must navigate to

Main Menu ☰ > User Management > Users> User Roles
Assign a role (Organization Admin, Facility Admin or User)
Click the "key" icon to enable the user
Select the facilities to which the user should have access

NOTE: If a user’s account is not enabled they will not have access to ACM.

Organization Administrators will have access to all of the activated facilities for your organization. This cannot be changed.

For Facility Administrators and Users, their access to different facilities can be turned on and off by Organizations Administrators. They can be given access to the set, or subset, of the facilities they have access to in PointClickCare (based on their last log-in).

A user's status can easily be determined by looking under the Status column. Their account will appear as either "Enabled", "Pending" or "Disabled".

Step 3

Choose Default Log in Settings

This step should be done during onboarding, and before adding additional users, it is recommended that an Organization Administrator choose one of these three options for how new users can first access Automated Care Messaging.

Navigate to: Main Menu ☰ Settings > Organizational Settings > Login Settings
Choose one of the following:
1. Request Access: New user accounts must be enabled by an Admin before they can start sending messages
2. Allow Access: New users automatically gain access as soon as they log in for the first time
3. NEW! Allow Access with Message Review: New users gain immediate access, but their messages are automatically moderated.

NOTE: As of September 2023, the default login setting for new Organizations is Allow Access with Message Review.

For all other types of EHRs (including FlexData Integration)

For users who do not have PointClickCare credentials or accounts that have been configured using Cliniconex's FlexData adapter, you will need to reach out to Cliniconex's Support Team to add new users. Please ensure you send the following information along with your request: