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
Navigate to "Settings" on the main CareMessage toolbar
Click "Create Staff" on the top right
Fill out the Name, email address, and contact fields
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. Note: One Staff Supervisor cannot edit another Staff Supervisor. If you need to edit the account of a Staff Supervisor, please reach out to [email protected].
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.
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 and upload patient files, select "Yes".
Select "Create"
Updating Existing User Accounts
Staff Supervisors can make updates to Staff Member permissions. Staff Supervisor cannot edit another Staff Supervisor account. If you need to edit the account of a Staff Supervisor or update the account status of a Staff Member, please reach out to [email protected].
Navigate to "Settings" on the main CareMessage toolbar
Select the "Edit" button next to a staff member's name
Update the desired settings
Select "Save"
Resetting a Password
Note: The process to set-up an initial password (Pending Status) and resetting an existing password is the same. If the initial "Welcome to CareMessage" email link expires - users can follow the reset password process to generate a new email to set-up their password.
You can reset your password by entering your email here: https://app.caremessage.org/#/reset_password
Once you do, you'll receive an email with a link > Click on the "Change my password" link
Once you click on the link, you'll be brought to a new tab > on the new tab > click on "Get my security code" and keep the tab open
This will then send you another email that contains a security code > you can then enter the security code and your new password on the page
Reactivating an expired account
If an account if expired (after 90 days of inactivity), you'll need to reach out to our Support team either through the Chat Bubble or via email to [email protected] and let the Support team know the name/email of the user with the expired account - and we can reactivate their account for you.
Activating a pending account
If an account is pending, users can follow the reset password process detailed further above to generate a new email to set-up their password.
Reactivating a disabled account
If an account is disabled, you'll need to reach out to our Support team either through the Chat Bubble or via email to [email protected] and let the Support team know the name/email of the user with the disabled account - and we can re-enable it for you.
Disable an existing account
If an account should no longer have access to CareMessage and needs to be disabled, you can contact us through the Chat Bubble or via email to [email protected] to have it disabled.
Updating an account to have access to PHI
If CareMessage is showing all of the names and messages as a series of random letters and numbers then the user account was most likely created without access to PHI. Without access to PHI, patient data will appear with alphanumeric strings instead of the actual data. You can reach out to any Staff Supervisor at your organization, and they will be able to add that access for you.
If you're unsure who within your organization is a Staff Supervisor, you can reach out to our Support team either through the Chat Bubble or via email to [email protected] to help identify those resources in your organization who can assist with this.