Requesting a User Account

Any user with a Staff Supervisor account at your organization can create a new user account for you. If you'd like to have an account created and are unsure of the best Staff Supervisor to reach out to at your organization, [email protected] can help you find the right person. 

Creating User Accounts

  1. Navigate to "Settings" on the main CareMessage toolbar 
  2. Click "Create Staff" on the top right 
  3. Fill out the Name, email address, and contact fields 
  4. Select "Staff Member" or "Staff Supervisor" Staff Members have limited access to CareMessage. You can customize their access by feature. To give a user full access to CareMessage, select the "Staff Supervisor" role.
  5. If you'd like your staff members to only have access to some features and not all use the Access by Feature drop-downs to select which features the staff member will have access to. 
  6. Should this user access Protected Health Information (PHI)? Each new account will default this setting to "No", obscuring their ability to view protected health information in your system. If you're adding staff who need to see the name, date of birth and other patient identification, select "Yes".
  7. If you're using our Messenger feature, you can choose if you'd like this staff member to receive email notifications when new messages come in. They can customize the cadence of these email notifications once their account is created (the Read and Unread Messages article has more details on this process).
  8. Select "Create" 

Update Existing User Accounts

  1. Navigate to "Settings" on the main CareMessage toolbar
  2. Select the "Edit" button next to a staff member's name 
  3. Update the desired settings 
  4. Select "Save" 

Watch a short how-to video below:

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