Adding users to your Engagement [Modento] will allow your team to log in and access the communication tools that Engagement [Modento] has to offer. Here is a short video that will include the steps to add a user:

Add a New User Instructions

Multiple Location Permissions

Permissions Key

Enabling 2 Factor Authenticator


Add a New User Instructions

Step by Step Instructions:

  1. Access the Settings

  2. Go to Users

  3. Select the Add User button

  4. Fill out the fields:

    1. Enter in the user's Name

    2. Create a Log In with an email or username

    3. Select the PMS Provider ID if applicable

      1. Not all users will be listed as PMS providers, in most cases PMS providers only exist for team members who manage a column or provide a service for billing purposes. ie: Doctors and Hygienists. This field CAN be left blank. However, when you connect a provider ID to an Engagement user, the public name for that Engagement user is used in Online Scheduling instead of the name from the PMS provider ID.

    4. Screen Pop Extension

      1. If using our Screen pop feature, you can opt specific extensions in/out of the caller ID notifications by adding their extension here, or adding a * to allow all extensions listed to ring to this users profile when logged in

    5. Then select the Role of the team member

      1. Position role helps Modento route forms to a specific team members inbox to allow a co-signature

      2. Can sign forms must be checked below in order for this functionality to activate properly

    6. Finally, select the needed Permissions (see Permissions Key below)

  5. Click Save User


Multiple Location Permissions

If you are a group admin at a multi-location group, you will have the ability to add users to multiple locations.

Note: Only Group Admin users will be able to adjust these settings. In order to get this enabled, contact our support team

Step by Step Instructions:

  1. When adding or editing the user, click the Allow Login to Other Practices check box

  2. From here you will be able to select the practices they will be able to switch between in Modento

  3. Save the user profile by clicking the Save User button


Permissions Key

Permissions

Definition

Show in the app

This team members profile will be public within the Mobile App

Admin

An Admin user is able to make changes to the practice setup/configuration, establish/change/delete user accounts and has access to the billing page

Chat User

A chat user will have the ability to communicate with patients by sending messages/forms as well as using team chat to communicate with other team members assigned to your
practice

Default Doctor

Default Doctor will populate this users name within forms/consents where indicated (If your practice has 2+ doctors, you can establish a user account with both doctors names, and mark that profile as the default doctor to ensure both names populate on patient forms. This users profile photo and name will also display on the online review request to patients)

Can Sign Forms

Allows a team member or provider to sign in conjunction with a patient on specific forms or consents


Enabling 2 Factor Authenticator

2 Factor Authenticator keeps your Engagement [Modento] information secure. Any time a user logs in from a new device, the Admin users in Engagement [Modento] will receive an email to approve the login request.

The Admin user will need to click "Make a decision" and then approve or decline the access request.

After the request has been approved, the user requesting access can log into the dashboard from that device. This process is required every time a user tries logging on to the dashboard via a web browser and the Modento Go app.


For instructions on editing or deleting existing users in Engagement [Modento], refer to the following article:

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