Adding users to your Modento will allow your team to log in and access the communication tools that Modento has to offer. Here is a short video that will include the steps to add a user:
Step by Step Instructions:
Access the Settings
Go to Users
Select Add User button
Fill out fields:
Enter in Name
Create a Log In with email or username
Select PMS Provider ID if applicable
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
Screen Pop Extension
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
Then select the Role of the team member
Position role helps Modento route forms to a specific team members inbox to allow a co-signature
Can sign forms must be checked below in order for this functionality to activate properly
Finally, select the needed Permissions (see Permissions Key below)
Click Save User
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 |
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 |
For instructions on editing or deleting existing users in Modento, refer to the following article: