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New User Request Function

Function Overview

Within the "Links" main navigation function, located on the left-hand side of the screen, there is the ability for Help Desk users to establish accounts in the Clinical Portal for new users on behalf of their organization by selecting the "Request New User" option.

New User Request Form

Upon selecting the option, a "New User Request Form" will appear. Once Help Desk users have completed all required fields for the new user, they will be prompted to enter the appropriate email address(es) to send the new user their credentials to access the system.

User Role Options

One of the most important settings for Help Desk users to complete correctly in establishing new user accounts is the "HIN Role" field within the “New User Request Form.”

User Role

Description

Types of Users

Clinician

  • Access to all patient information

  • Access to comprehensive clinical functionality

Medical Doctor, Doctor of Osteopathy, Nurse Practitioner, Physician Assistant

Clinician Administrative

  • Access to all patient information

  • Access to comprehensive clinical functionality

Registered Nurse, Licensed Practical Nurse, Medical Assistant, Nurse Assistant, Respiratory Therapist, Registered Pharmacist, Case Manager

IS Support

  • Access to all patient information

  • Access to comprehensive clinical functionality

IT/IS Support Staff

Help Desk

  • Access to user account functionality only

Help Desk Personnel

Auditor

  • Access to audit reporting functionality only

Privacy/Compliance Officer, Privacy/Compliance Support Staff

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