Adding a new Operator

Terminology

In the Incisive applications an 'Operator' is anyone who requires a login to the database.

A 'User' is a 'Provider'.

An 'SPM Administrator' or 'PHM Administrator' is an Operator who has the appropriate permissions to add new operators (as well as other functions).

Classic menu

If you are the SPM Administrator or PHM Administrator you will be able to add new operators.

This is done via Setup - Personnel - Operators - New

Integrated menu

If you are using the Integrated menu the you can create the new Operator in Setup -> Personnel -> Operators -> New, but you will also need to assign one or more Roles to them as well, which can be performed in Setup -> Personnel -> Roles.

 related keywords: operator new personnel add

From version 403.2 of SPM and PHM you are able to use Roles to determine what access rights a staff member may have to particular functions within these applications.

Permissions Summary

Setting Permissions and Roles in SPM and PHM

The Integrated menu has the ability to limit access rights to all parts of the menu according to permissions that have been imposed by administrators at your practice or hospital.

• The menu option is visible but is greyed-out and doesn't work.
  • The Role(s) you have been assigned in the application do not have permissions to use the menu option.  If you have more than one specialist check that you are using the correct one as your access permissions can change for each specialist.
  • If the name of an appointment Book has been changed this will affect the original permission settings.
  • A new menu file may of been imported but permissions have not been allocated to various Roles for the new menu items.
  • Get the System Administrator to check that they have enabled access rights for the menu option as a new menu file may of been imported but access rights not assigned to new or modified menu entries.
• The menu option is greyed-out when I access some doctors but not for others.
  • Your permissions are based on the Roles that you have for each of the specialists.  Ask your system administrator to check the Roles you have been assigned if you believe that you should have greater access to the menu options.
• The whole module is just not visible in the left-hand menu, but others can see it okay
  • If you do not have any access rights to any of the menu options in the module (Patient, Office etc.) you will not see the module at all.