I need to add a new person to my Oscar instance. What are the things I need to do to give them basic access?


You can add a new user in three steps by creating a provider record for them, setting up a log in for that provider record, and assigning access roles to the provider. Here are the detailed instructions on how to do that.

Creating a new provider record:
1. Open the Admin page and click the top link in the Provider section (Add a Provider Record).
2. Complete the new provider form with the appropriate information. (Please note that setting the type to anything other than doctor will limit the user's access to certain features of Oscar such as the Allergies section of the eChart).
3. Click the Add Provider Record button once the information is filled in.

Setting up a log in:
1. On the Admin page, click the "Add a Login Record" link in the Security section.
2. Create a user name, password, and pin number for the new user. Make sure to attach the login record to the provider number (selected from the dropdown).
Please note that the password must contain at least 1 number and both lowercase and uppercase letters. (Example password: Temp4username)
3. Click the Add Record button once the information is filled in.

Assigning access roles:
1. On the Admin page, click the "Assign Role to Provider" link in the Security section.
2. Find the provider's name and select the role you want to give them from the dropdown.
3. Click the "Add" button.
Most users will have a "doctor" role set to allow them access to the majority of Oscar's features. You can also add an "admin" role if you want the user to have access to any billing features in Oscar. Please note that the "doctor" role should be set as the Primary Role.

After you've completed these three steps, the new provider should be able to log into the Oscar instance. Once logged in, please make sure they change their password by opening the "Pref" page and clicking on the "Change Your Password" link toward the bottom of the page.

There is also a tutorial video available to walk you through the process, or you can have a look at the Oscar manual for some more step-by-step instructions.