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Set up User Management

Create a sign-in for each staff member, give them facilities and roles, and reset passwords or unlock accounts.

Who does this: hospital administrator Where: Configurations › User Management Set up before: User Roles, Password Settings

Every person who signs in to SoftClinic GenX needs a user. A user has a login and password, belongs to one or more facilities, and gets a role in each facility that decides which screens they can use.

The user list with the row menu open

Add a user​

  1. Go to Configurations › User Management.

  2. Click Add. The User Details tab opens. The User Details tab

  3. Fill in the user's details:

    FieldWhat to enterRequired
    CodeFilled in automatically when you save.—
    StatusLeave on Active.—
    User NameThe person's full name, as it should appear on screens and prints.Yes
    User LoginThe name the person types to sign in. It cannot be changed later.Yes
    User Account StatusLeave on Active.Yes
    Employee NameOptional. Pick the employee record; the name, login, mobile and email are filled in from it.No
    User Mobile No.The person's mobile number.Yes
    Email IdThe person's email address.Yes
    Registration TypeThe patient registration form this user sees. Quick Registration is the default.Yes
    Password / Confirm PasswordThe first password. Both must match and follow your password rules.Yes

  4. Open the Facilities & Roles tab. For each facility the person works in, tick Select All and click Add Roles to choose their role there. Use DEPARTMENTS / WARDS and LOCATION to limit them to certain departments or locations. The Facilities & Roles tab

  5. Open the Settings tab and check the user's preferences: The Settings tab

    SettingWhat it does
    Idle session timeout (first field)Minutes without activity before the user is signed out. 10 to 180.
    Save & Sign applicable in SOAP NotesWhether the doctor signs clinical notes when saving them.
    Page GridHow many rows lists show per page.
    Default ApplicationWhich application opens after sign-in. As per Role follows the role.
    Is Save & Sign Hours Applicable for IPD / OPD Soap NotesLocks signed notes from editing after a set number of minutes.

  6. Click Save. The user appears in the list and can sign in.

Change a user, reset a password or unlock an account​

Click the ⋮ button on the user's row and choose:

  • Edit — change details, facilities, roles or settings, then click Save. To stop someone signing in, set Status to Inactive.
  • Change Password — enter a New Password and Confirm Password and save. Give the new password to the user.
  • Unlock — shown when an account is locked after too many wrong passwords. Confirm to unlock it straight away.

Good to know​

  • Each user must have at least one facility with a role, or the user cannot be saved.
  • The number of active users is limited by your subscription. If you see "User limit reached", make an unused user Inactive or contact JVS support to add users.
  • Users can change their own password later. See Change your password.
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