Collaborative Health Record (CHR)

Admin and configuration

Inviting new users

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

Modifying user permissions

User permissions

How to create and edit roles that grant user permissions to groups of users.

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, search availability, and filter your schedule or inbox with 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

Adding a new provider (New Brunswick)

New providers

Updating your clinic's account information

Creating clinic-wide login messages for users

Adding your logo and clinic branding to patient communications

Managing authorized purchasers

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

Troubleshooting - no Dymo printer detected

Configuring Integrated eFax

Integrated eFax

Fax and printer settings

Account-wide security settings

Configuring account-wide security settings

Unlocking user accounts

Changing user passwords

Viewing user activity and access logs

Enabling single sign on (SSO)

Enforcing the use of single sign-on (SSO)

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

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

Viewing login history

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

Exporting patient charts to a XML file (Ontario)

Importing patient charts from XML files (Ontario)

Data exports and imports

Find answers and get help from Intercom Support and Community Experts

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