Creating User Accounts

Enables you to create accounts for one user at a time.

To create an account, you specify the following:

• User Details—provides login information, including username and password
• Facility Access—provides access to facilities
• User Role (job function)—provides access to the features and functions the user needs to do their work

To create a user account:

• Open the ADMINISTRATION module and select the USER ADMINISTRATION tab if it is not already displaying.

• Before creating a new account, search for the user to see if an account already exists. Enter or select criteria in one or more of the search fields and select SEARCH. Search fields are not case sensitive.

  If the account already exists, you can view or edit it (if your role allows). Otherwise, you can create an new user.

• Select CREATE USER.

  The Create User dialog box appears and shows three sections you must complete to create a user account.

Add User Details
• Expand the User Details section by selecting the plus (+) sign.
• Enter information in the following fields:
• First Name—first name of the user.

• Last Name—last name of the user.

  ⓘ  Note: The user can subsequently manage their Last Name and First Name information from the Edit Personal Information feature on the Home page.

• Username—unique username the person will use to log in to the application. The username must be at least 6 characters and must not contain spaces. We recommend using the person's email as their username.

• Password—password the person will use to log in to the application. The user will be required to change their password the first time they log in. The show/hide toggle buttons enable you to show or hide the password as you type it.

  The password you create is immediately validated to ensure it follows these rules:

• Must be 8 or more characters
• Must contain at least one lowercase letter
• Must contain at least one uppercase letter
• Must contain at least one number
• Must contain at least one of these special characters ~`!@#$%^&*()_-+=
• Must not contain any whitespace

• Must not contain commonly used passwords or a portion of your username (validated after the rules listed above)

  When the password meets the rule requirements, the rule changes to green and a check mark appears next to the rule.
• Confirm Password—enter the password again to confirm it. The show/hide toggle buttons enable you to show or hide the password as you type it.

  When all requirements of the User Details section are satisfied, a green check mark appears in the top right of the section.

• When you have finished entering information, collapse the User Details section by clicking the minus (-) sign.
• Continue to the Facility Access section.
Assign Facility Access
You provide access to the facilities that the user is associated with. As you add facilities, note that you can assign access only to a facility to which you also have access. If the user needs access to a facility to which you do not have access, contact your administrator.
• Expand the Facility Access section by selecting the plus sign (+).
• If the facility does not automatically appear in the list, enter search text to find it.

• Select a facility. Selected facilities change to green.

  The Selected counter indicates the number of facilities you selected and the check mark changes to green, indicating you have satisfied the requirements of the Facility Access section.

• When you have finished assigning facilities to the user, collapse the Facility Access section by clicking the minus (-) sign.
• Continue to the User Role section.
Assign a User Role

A user role controls the functions and access the user has within the application. As a admin user, the role you assign to a user can be the same role as yours or a role with lower-level access. (See table below.)

• Expand the User Roles section by selecting the plus (+) sign.

• Select the option button for the user role you want to assign. Options are:

  User Role	Can assign role:	Can access:	Can view accounts for:	Can edit accounts for:
  Mobile	None	InterQual Mobile application	None	None
  Mobile Site Manager	Mobile and Mobile Site Manager	InterQual Mobile application and user accounts	Mobile and Mobile Site Manager   Mobile Site Manager must have access to at least one facility to which the user they are viewing has access	Mobile and Mobile Site Manager   Mobile Site Manager must have access to all facilities to which the user they are editing has access
  Reviewer	None	Medical review functions and InterQual Mobile application	None	None
  Site Manager	Reviewer, Site Manager, Mobile, and Mobile Site Manager	Medical review functions, user accounts (including InterQual Mobile accounts) and facility settings	Reviewer, Site Manager, Site Admin, Mobile, and Mobile Site Manager   Site Manager must have access to at least one facility to which the user they are viewing has access	Reviewer, Site Manager, Mobile, and Mobile Site Manager   Site Manager must have access to all facilities to which the user they are editing has access
  Site Admin	Reviewer, Site Manager, Site Admin, Mobile, and Mobile Site Manager	Medical review functions, user accounts (including InterQual Mobile accounts), facility settings, and other advanced administrative features	Reviewer, Site Manager, Site Admin, Mobile, and Mobile Site Manager   Site Admin must have access to at least one facility to which the user they are viewing has access	Reviewer, Site Manager, Site Admin, Mobile, and Mobile Site Manager   Site Admin must have access to all facilities to which the user they are editing has access

• When you finish adding all required information in the three sections, the SAVE button is enabled. Click SAVE to save the new user account.

  The user account is now ready and once you provide the user with their username and password, they can log in to the application.

Enables you to create an account for one user at a time or multiple users at once.

• Open the ADMINISTRATION module and select the USER ADMINISTRATION tab if it is not already displaying.

• Before creating a new user account, search to see if an account already exists.

  If the account does not exist, you can create a new account.

• Click INVITE USER and complete the following three sections:

  Add User Email

  • In the User Email(s) text box, enter a single email address or a list of email addresses separated by a space, comma, semicolon, or new line. Each email address must be between 6 and 254 characters.
  • When you finish entering email address(es), collapse the User Email section by selecting the minus sign (-).
  • Continue to the Facility Access section.
  Add facility access

  You provide access to the facilities the user is associated with. As you assign facilities, note that you can assign access only to facilities to which you also have access. If the user needs access to a facility to which you do not have access, contact your system administrator.

  • Expand the Facility Access section by selecting the plus (+) sign.
  • If the facility does not automatically appear in the list, enter search text to find it.
  • Select a facility. Selected facilities change to green.
  • When you finish assigning facilities, collapse the Facility section by selecting the minus sign (-).
  • Continue to the User Role section.
  Assign user role

  A user role controls the functions and access the user has within the application.

  • Expand the User Role section by selecting the plus sign (+).
  • Select the option button for the user role:
  • Mobile—can access the InterQual Mobile application features to conduct reviews, but not manage accounts.
  • Mobile Site Manager—can access the InterQual Mobile application features to conduct reviews and manage user accounts.
  • Collapse the User Role section by selecting the minus sign (-).

• When you finish entering all required information in the three sections, select SUBMIT to save the user account.

  After you select SUBMIT, an automatically generated email

  (from sender: noreply-interqual@changehealthcare.com) is sent to each user with a link that enables them to complete their own registration. The registration form must be completed by the user within 5 days of the date the email was sent. After completing and submitting the registration, the InterQual^® Mobile Sign in screen displays and the user can log in and start using the InterQual Mobile application.