Add a user at a location

If you need to schedule appointments for participants at specific locations, your Oracle Customer Success manager adds one location administrator to the system. After that, an organization coordinator or location administrator can add more location administrators and location staff users (check-in agents, healthcare workers, processing staff) to a location.

You add the location users under an existing location. For example, if the location administrator, check-in agent, and healthcare worker plan to work from a particular site you added to the system, you add those users to that location.

Note:

You must contact your Oracle Customer Success manager to add locations for an organization. Once that person adds the locations and sets up the different appointment types that can occur there, a location administrator can make changes to the location details and add or remove certain types of appointments. For more information on locations, see Manage locations.

To add a location administrator or location staff user to a location:

1. Select Locations/Scheduling from the Home page.

   Note:

   If you cannot see the Locations/Scheduling option on the Home page, contact your Oracle Customer Success manager to activate it.
2. If your organization includes more than one location for appointments, select the location from the drop-down menu of the location icon. The icon is located next to your account name in the product banner. It looks like the location icon you see on maps:
3. Select the Administration tab.
4. Scroll down to the Users section and select Add User on the right to open the Add User dialog box.
5. In the Email field, enter the email address of the user.
6. Perform one of the following:
   • If the person works as an administrator for the location (and schedule), select Location Admin.
   • If the person schedules appointments, checks in patients when they arrive for appointments, administers the test or medical procedure, or processes the participant record, select Location Staff.
7. Select Next.
8. Enter the first and last name of the user in the appropriate fields.

   If the user already exists in the system, you see a message to ensure that you used the correct email address. If necessary, select Back from the top of the dialog box to enter the email address again.

9. Select Add User. Within minutes, that user receives a Welcome email message to activate their Oracle Health Management System account.

   Note:

   If necessary, you can add the same user to another location. To do this, repeat the steps in this procedure. But, select the new location where you want to add the user.