Linking Users for Portal Access

Each user intending to access a web-based portal must be granted access by way of the Enterprise Health system. This can be done by linking the appropriate user accounts with their corresponding charts, manually, via the Enterprise Health Access Control editor; otherwise, this can be automated through the import of an HR file. By linking the user account with the appropriate charts and establishing the role of the user, portal access can be configured for all users, accordingly. In addition to ensuring that the appropriate user accounts are linked to their corresponding charts and the roles are established, a chart must also have the appropriate Provider Organization relationship established. To begin linking users, manually, perform the following:

Manually Link Users to Access Portal

1. Navigate to the Control Panel  on the side menu.
2. Click the  Access Control tab.
3. To locate the user being granted access to the portal, use the search field and filters as needed, and click the Go button.
4. Click the Edit link in the Options column of the appropriate user.
5. Locate and click the Edit Patients Linked to User link in the upper-right of the screen.

1. If the user does not have two roles listed in their user account:
   1. Begin typing the user’s last name into the Patient Name field. Using the autocomplete, select the user.
   2. Using the dropdown, set the user’s role to Self and/or Portal/NoMoreClipboard User, depending on current configurations.
   3. Click the Add button for each role added.
2. After all changes have been made, click the Submit button.

3. To add the appropriate provider organization relationship to the chart, navigate to the Contacts portlet on the Patient Summary screen. Click the Manage Information icon, and add the appropriate Provider Organization relationship to the chart.

Linking Users to a Supervisor

Linking users to their supervisor allows the supervisor to log into the Supervisor Portal and see employee restrictions, lost time, and work status; this is in addition to seeing their own personal information. To begin linking users to a supervisor, perform the following:

1. Navigate to the Control Panel on the side menu.
2. Click the Access Control tab.
3. To locate the supervisor, use the search field and filters as needed, and click the Go button.
4. Click the Edit link in the Options column of the appropriate user.
5. Locate and click the Edit Patients Linked to User link in the upper-right of the screen.

1. Begin typing the last name of a subordinate into the Patient Name field. Using the autocomplete, select the user profile.
2. Using the dropdown, select the Portal/NoMoreClipboard User role.
3. Click the Add button.
4. Repeat step 6, and select the same user.
5. Using the dropdown again, this time select the Supervisor role.
6. Click the Add button.
7. Repeating steps 6-12, add the remaining subordinates.
8. When finished, click the Submit button.