All Providers and
staff must be set up as a User.Enter the User's (real)
Name and a Unique User Name
and Password.The User Name and Password will be used to
log on to Quixote.
Note:Quixote tracks all data entry by User Name.
Sharing your password with other Users could lead to liability and possible
HIPAA violations.
Select a default Clinic for
each User.This is the Clinic that this User works with
the most frequently.
Select a default Provider for
each User. This is the Provider that this User works with the most frequently.
Note:
You will need to come back to assign a default Provider after adding Providers
to Quixote.
Each User must be assigned to at least one Group. Groups are assigned unique
privileges; however, privileges can be customized for each User.
If a User works with multiple Providers and needs to view their information
simultaneously, (i.e. scheduled patients), select
for the User's Default Provider.
However,
each Provider should select him or herself as the Default Provider.
Add User
Click the Admin Icon
Click the Users Button
Click the Add Button
Enter the User's First Name.
Enter the
User's Middle Name or initial.
(Optional)
Enter the User's Last Name.
Enter the User Name
this User will use to log onto Quixote.
Enter the User's Password.
Note:The User Name allows letters and numbers
however; the first character must be a letter.
Next click on the
Defaults & Settings Tab
Default Clinic
Select the
Default Clinic from the Drop Down list for this User
Default Provider
Select the Default
Provider from the Drop Down list for this User.
Note:If a User works with multiple Providers
and needs to view their information simultaneously, (i.e. scheduled
patients), select for the User's Default Provider.
Each Provider
should select him or herself as the Default Provider.
Q-mmunicate
Q-mmunicate is an optional appointment reminder service. If you are using Q-mmunicate it is recommended to select "Default Checked". This can be changed at the patient level, if necessary.
Show Alerts
Each User can select Alerts to be displayed as a Popup, Flashing Button or Do not show Alerts
Default for "Other Credits" checkbox in the Patient File (Ledger)
If this User is to have access to view Insurance Payments in the Patient ledger, check the box that says "Default for "Other Credits" checkbox in the Patient File (Ledger)"
When creating a new Treatment Counter, default the settings to
To select a treatment / visit counter in the patient's file, leave this unchecked. If you have a default treatment / visit counter that you always use, select the treatment / visit counter from the drop down window.
If you would like to include the User's Photo, click the photo tab. Click the center of the add photo window. Locate the User's photo on your hard drive. Be sure and click Save.
