Collaborative Health Record (CHR)

Taylor Buck

Ingrid Spence

Danny

Account-wide settings; managing users and their permissions, fax, printer and security settings, logos, data exports and role-based access control.

Admin and configuration

Inviting new users

Granting or restricting user access to areas and features of the TELUS CHR

Modifying user permissions

User permissions

How to create and edit roles for a clinic, as well as applying user permissions very easily.

Managing user roles

Assigning multiple users to a role

Updating users' general profile information and settings

Enabling users to attach documents and other files to patient charts

Send messages and filter your schedule using user groups

Creating user groups

Deactivating CHR user accounts

Managing users (administrators)

Adding a new provider (Alberta)

Adding a new provider (British Columbia)

Adding a new provider (Manitoba)

Adding a new provider (Ontario)

Adding new providers and users (PEI)

Adding locums

Sarah

Tracy Walsh

New providers

Updating your clinic's account information

Creating clinic-wide login messages for users

Adding your logo

Account settings

Setting up your Zebra label printer

Setting up your Brother label printer

To print patient labels, you require a Dymo Labelwriter 450 or 550 label printer

Setting up your Dymo Labelwriter printer

DYMO Printer Alert - no DYMO printer detected

SRFax integration

Signing up for an SRFax account

Configuring your SRFax integration

Porting an existing fax number to SRFax

Fax and printer settings

Account-wide security settings

Configuring account-wide security settings

Unlocking user accounts

Enabling single sign on (SSO) for your clinic

Enabling two-factor authentication (2FA) for other users

Disabling two-factor authentication (2FA) for other users

Viewing user activity and access logs

Security settings

Using data exports to extract clinic-wide data

Exporting data from the CHR

What is included when you export data from the CHR

Data export categories and content

Data exports

Role-based access control

Defining a resource set (role-based access control)

Managing user roles (role-based access control)

Role permission options (role-based access control)

Assigning a role and resource set to a user (role-based access control)

Assigning a role to a group of users (role-based access control)

Viewing a user's permissions (role-based access control)

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