Add EHR User Account

Create a New User

1. Click Administration in the Navigation Menu, click Security, and click Users.
2. To add a new user account, click New.
3. Enter the username. The protocol for usernames in School Health Management is the person’s first initial and last name.

Connect the User to a Person Record

1. Every user in School Health Management is tied to a person record.
   Click Select a Person to tie this user to a person record.

Select the Security Role

1. Use the dropdown in the Security Role field to assign to user role.
   Save the User.

Assign Schools

1. Select Assigned Schools from the side menu and use the dropdown in the Assigned Schools field to select the user’s associated schools.