Adding Users with PCC Credentials
If a new user needs to send clinical notes to PointClickCare (PCC), you must first complete this form before proceeding.
Once the form is submitted, have the user sign in to Omnivers using their PCC login. This will automatically create their Omnivers account. The Omnivers team will update permissions based on the form completed above. Please allow up to 24 hours for completion.
Adding Omnivers Users
Users can be added manually by clicking the + Add User button at the top right of the User List.
To add a user, your profile must have the admin role assigned.
Enter the information as presented on the screen.
An NPI number is required for individuals who will be applying Billing Codes and Conditions when resolving Careflows.
Specify the user’s Role, Scope, Practice and Facility association.
When complete, click Save.
Role: Defines the user’s permissions in Omnivers, controlling access to specific features and areas. Detailed permissions can be found under the Roles tab.
Role Scope
Practice: Grants access to all facilities within the selected practice.
The admin selects the practice using the Select Practice dropdown.
Facility: Grants access to one or more specific facilities within the practice.
The admin selects the practice using the Select Role Practice dropdown.
Then, the admin selects one or more facilities using the Select Facility dropdown.
Facilities
Selections made here determine which facilities the user can access. Multiple facilities may be selected if the user is associated with more than one.
User Options
The admin can perform additional steps to service the user’s account.
Click the down arrow on the right side of the view button to reveal additional options.
Impersonate: The Admin can impersonate the user. This can be helpful in performing steps to recreate an issue the user experienced while working within the system.
Resend Invitation: Sends an invitation to the user requesting they change their password to sign in. Subsequently, they are given the option to set up Two-Factor Authentication (2FA).
Reset 2FA: If the user encounters login issues related to 2FA, this function will reset it.