Once you're account is activated by Oqea, a contact within your practice will be invited to join the platform as its Practice Manager.
Once the invited Practice Manager creates their account and signs in, they can add other users to the platform and assign them permission sets.
The Practice Manager adds new users by clicking on the cog wheel in the top navigation, and then select 'Add User'.
Note: You will only see this menu if you have the 'Practice Manager' permission.
β
To start with, there are three roles with permission sets in Oqea Frame: a Practitioner, Receptionist and Practice Manager.
These roles have been set to maintain patient privacy for sensitive data but keep some data visible, like patient names and other identifying information, so that other roles can support patient service.
Steps
Click the cog wheel in the top navigation, and then select 'Manage Users'.
Click on the user in the table you wish to edit or update the permissions or role for.
Click the pencil edit icon in the top right of the 'Edit User' side pane
You'll then see all field become editable, including the permissions. Make your update and click save.
This will update the user. Please note that the user will need to log out and in again for the changes to take effect.
Note: If you don't see the cog wheel menu icon, it might be because you don't have the Practice Manager role. Contact your Practice Manager to change your access.
To understand more, view Understanding Roles and Permissions.

