Creating user accounts

There are two ways for a Mobile Site Manager to create user accounts:

Invite a User: This option enables you to quickly create accounts for a single user at a time or multiple users at once. You do this by entering each user's email address, assigning access to facilities, and then assigning a user role based on the user's job function. Once you complete the information, an automatic email is sent to each user with a link that enables them to complete their own registration and log in to the application.

Create a User: This option enables you to create accounts for one user at a time. You do this by entering log in information for the user, assigning access to facilities, and then assigning a user role based on the user's job function. Once you complete the information, you provide the user with their username and password so they can log in to the application.

Invite a User

Open the side menu and select ADMINISTRATION. The USER ADMINISTRATION screen appears.
Before creating a new user account, search to see if an account already exists by entering or selecting criteria in one or more of the search fields and selecting SEARCH. Search fields are not case sensitive.

If the account does not exist, you can create a new account.
Select INVITE USER and complete the following three sections: Add user email, assign facility access, and assign user role.

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.
Assign 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. As a Site Manager, you can assign the Mobile Site Manager role or the Mobile role.
- 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. Note that to view another user's account, a Site Manager must have access to at least one facility to which that user has access. To edit another user's account, a Site Manager must have access to all facilities to which that user has access.
- 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.

Create a User

Open the side menu and select ADMINISTRATION. The USER ADMINISTRATION screen appears.
Before creating a new account, search 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 does not exist, create a new account.
Select CREATE USER.

The Create User dialog 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 sign 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 sign in to the application. The user will be required to change their password the first time they sign in. The show/hide Show or hide password button 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 Show or hide password button 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 selecting 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 selecting 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.
- Expand the User Roles section by selecting the plus (+) sign.
- Select the option button for the user role you want to assign. Options are:
- 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. Note that to view another user's account, a Site Manager must have access to at least one facility to which that user has access. To edit another user's account, a Site Manager must have access to all facilities to which that user has access.
- Collapse the User Role section by selecting the minus (-) sign.
When you finish adding all required information in the three sections, the SAVE button is enabled. Select 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 sign in to the application.