Creating a Referrer Account in ZedLink

Creating a Referrer Account:

Step 1: Create a User

1. Once you log in you want to navigate to Admin > User Management > Create
2. Enter a username, generally the first letter of the first name and the last name, e.g. joe blogs would have jblogs as their username.
3. Then enter first name, last name and phone/email if the information is available.
4. Next you want to enter a password for the account for this use svcmi.
5. For now, leave the groups blank.
6. Make sure that the account has enabled and activated ticked.
7. Press create.

Step 2: Create a Group

1. Now you want to navigate to Admin > Groups > Create
2. Name the group appropriately.
3. The features/roles that are ticked by default are what a referrer will need, so leave that the way it is by default.
4. Then search for the username of the user you just made and select them.
5. Press create.

Step 3: Create a data access rule

1. Navigate to Admin > Data Access > create/add.
2. Name the rule the same as the user groups name.
3. Tick the enabled box.
4. Select the group you just created.
5. Press the upper “+condition” button to create a new “or” condition.
6. First you want to enter “$ProviderNo” in the field to test box.
7. Second you want to enter the doctor’s provider number in the value box.
8. Lastly you want to tick the ignore case check box.
9. Press create.

The doctor’s account is now ready to use.