If you have the permissions, Edit Other Users in the TELUS CHR, you can modify any user's name, credentials, email, license and billing number and other general profile information and settings.

📌 Note: Each user can modify most of this information (and more) for themselves in the Profile area of the TELUS CHR. See Updating your user profile information.

Steps

1. On the TELUS CHR main menu, click the Settings icon.

2. Choose Account. The User Management window opens.

3. In the Users List, beside the user you want to modify, click Edit.

4. In the General tab, using the following table, modify the user's information and settings as needed.

Field

Description

Email

Type the user's email address.

📌 Note: This is the email the user uses to log into the CHR. Also, if they reset their password, the TELUS CHR sends the reset link to this email.

Title

To have a title (for example, Dr.) display in front of their name in the TELUS CHR and in letters, referrals, prescriptions, etc., in the list, select the title.

Full Name

Type the user's name as you want it to display in the TELUS CHR and in letters, referrals, prescriptions, etc.

Position

Type their position or role in the clinic. For example, Physician.

📌 Note: Using variables, their Position can be pulled into electronic forms, letters and other templates.

Landing Page

In the list, select the area of the TELUS CHR that should open for the user by default each time they log in.

Type

Select either Practitioner or Staff as the user type.

📌 Note: The user type determines the default permissions the user has in the TELUS CHR.

Credential Initials

To have the user's credentials (for example, MD) display beside your name in the TELUS CHR and in letter/prescription headers, type their credentials.

To have these credentials appear in letter and prescriptions footers as well, select the Include in document footers check box.

License Number

Type the user's professional license number.

Billing Number

Type the user's billing number.

Biography/Welcome Text (Shown at start of questionnaires & online booking)

To have the user's biography or a welcome message display to patients when they book appointments online or fill in Qnaires, in this field, type the bio or welcome message.

Has Inbox

To allow the user to receive messages in a personalized inbox, select this checkbox.

Has Schedule

To create a schedule for the user, select this checkbox.

📌 Note: This option is available only if the Type is set to Practitioner.

5. At the bottom of the window, click Submit.

Updated July 6, 2021

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