Users Maintenance

FertiSoft is very user friendly and so is the administrator section of the software. Once granted the appropriated rights, one or more administrators can assign and manage access of the employees. Of course, it is recommended to keep the number of administrator as small as possible in order to prevent a conflict. Selecting the "Users" button will display the "Users Tables Maintenance".

The shortcut buttons at the top gives the options of: "Adding a New Record", "Closing the Actual File" , "Saving the File", "Moving to the Next/Previous User" or "Moving to the Top/Bottom of the list".

All of the users authorized to access "Patient Charts" are listed in the Scrolling Text Box located at the upper left side of the window, under the shortcut buttons. This table is sorted in alphabetic order of "Login Name" and has the "Full Name" of the user and a "Comment" text box to describe the position of the employee. This field can be left blank but it is recommended to use it in order to compare and reuse them later for new users ( "Copy of Current User" ). Once a user is selected the information is displayed on the upper right side of the screen.

This is also the place where the "Clear the Users Password", is utilized when a user forgets their password. By clicking this button, a "Warning box" will ask to confirm erasing the user's password. The user will then be prompted to change their password the next time they log in. The "Who's in" button will display a box with a listing of all the users "Actually Logged In" with the "Date" and "Time" of their last logging session.

The "Last Login" box allows an administrator to know the last "Time" and "Date" a user logged into the "Patient Chart" and also the time they logged out.

User Profile

To view the profile of a user, click the line of the user. To edit the profile, either double click the line or click once and press "Modify" on the appropriate button down on your left. The Profile of a user is separated in three Tab sections: The "Users' Access", the "View Right" and the "Edit Right". Each Tab uses check boxes to either allow or deny access to an employee. A check box "Checked" mean that this user is granted access.

User's Access

Once you select a specific user, you can immediately see which Access has been granted to them.

Type of User
The first field at the top of this Tab is the "Type of User". This is a drop down menu where the user can select among five types of users. Most users will need "Read-Write" access but there may be exceptions.

User's Language
The "User's Language" is a drop down menu which allows languages used by the user.

Menus (Description of the Check Boxes) :

Patients View	Enable the "Patient Chart" and "Change Password" buttons on the login menu. Without these buttons, a user can not view the "Patient Chart".
Print Report	Gives the right to Print a Report.
Edit - Delete Record	Enables the "Change" button in the "Patient Chart". This allows the user to edit or delete patient's records.
View Menu	Enables the "View" drop-down menu
Table - Medical	Gives Access to the Medical Tables ("Satellites", "Physicians", "Pharmacies" and "Hospitals"). This gives the right to view, run a "Listing" but not to "Modify" any record. To enable this button, use the "Physicians, Satellites and Hospitals" check box in the "Edit Right" Tab.
Table - Demographic	Enables the demographic table options under the "Tables" drop-down menu. These tables are: Towns, States, Countries, Insurance companies and Relatives.
Table - Employees	Gives the User Access to the Employee Table. This is the table where employees are granted as Doctor or nurse and allowed to use electronic signatures.
Users Maintenance	This option gives access to the User Table Maintenance".
Parameters Menu	Reserved for future enhancements
Options Menu	Allows a Change of "Electronic Signature"
Windows Menu	Enables the "Patient Chart" menu. Without this right, a user can only run a report.

View's Only Flags

Active Patients	Allows the User to Access the Active Patient ONLY
Blood Room Patients	Allows the User to Access the Blood Room Patient ONLY

Add a New Patient	Gives the user access to Add a new Patient Record
DELETE a Patient	Gives the user access to Delete a Patient

The

check box is reserved for "The Egg Donation Program". This option allows the user to view and edit the "Egg Donation Program Note" Tab in the "Medical Info". Only the users with this box checked will be able to see these notes.

View Rights

The View's Rights Tab is where a user accesses the view (not edit) tabs, documents and tables. All the "Tables" are located in the menu under "Table". The View's rights are:

Tabs
Demographic + Insurance	Adds or Removes the "Demographic" and the "Insurance" tabs.
Medical Info	Adds/Removes the "Medical Info" Tab.
Cycle Checklist	Adds/Removes the "Cycle Checklist" Tab.
Cycle Results + Labs	Adds/Removes the "Cycle Result" and the "Labs" Tabs.
Doctor Notes	Adds/Removes the "Doctor Notes" Tab.
Cycle Notes + Nurse Notes	Adds/Removes the "Cycle Notes" and the "Nurse Notes" Tabs.
Scanned Documents	Adds/Removes the "Scan Doc." Tab.
System Tables	*NOTE that all Table are accessed by clicking on "Table" on the Top Menu*.
Physicians, Satellites and Hospitals	Enables the "Physicians", "Satellites" and "Hospitals" tables in the "Tables" menu. Gives the users the right to "View" tables and turn the access ON/OFF by using the "Table - Medical" check box located in the "User's Access" Tab .
Cycle Types, Diagnosis codes and Order Codes	Enable the "Cycle Types", Diagnosis codes" and the "Order Codes" tables. The "User's Access" right must be used in order to enable the "Table" menu.
Pharmacies Table	Enables the "Pharmacies" table.
Insurance Companies	Enables the "Insurance Company" tables.
Stimulations Table	Enables the "Stimulation" table.
Laboratory Tests	Enables the "Lab Test" table.
Allergies	Enables the "Allergies" table.
Blood type Codes	Enables the "Blood Codes" table.
Towns Table	Enables the "Towns" table. This will also allow the user to view towns in the Drop Down Menu when the "Change" button is clicked for the Patient address in the Demographic Tab.
State Table	Enables the "State" table. This will also allow the user to view those states in the Drop Down Menu when they click on the "Change" button for the Patient address in the Demographic Tab.
Countries Table	Enable the "Countries" table. This will also allow the user to view those countries in the Drop Down Menu when they click on the "Change" button for the Patient address in the Demographic Tab.
Relative Table	Enable the "Relative" table. Use demographic on the "Civil" screen and click "Change". These types are included in a drop down menu.
Employees	Gives the User Access to view the Employee Table. This table is where employees are granted as a Doctor or a nurse and are allowed to use electronic signature.

Edit Rights

This Tab contains access that allows a user to Edit (write or modify) specific fields inside a Patient Chart or a Table. The edit rights are conditioned to have VIEW rights for the same section. These right are:

Tabs
Patient's Demographic	With this box checked, a user can edit information about the Patient by clicking the "Change" button in the Demographic Table.
Patient's Physical	Allows the user to enter information related to the physical of a patient by clicking on the "Change" button in the "Physical Info" Tab inside "Medical Info".
Patient's Cycle Checklist	This right allows the user to use the "Modify" button located in the "Cycle Check List" and add or change information in this Tab. Without this Access, the user will see a light gray "Modify" button and won't be able to use it.
Doctor Note Tab	Enables the "Add a Note" button in the "Doctor Notes" Tab.
Lab Test Result	Checking this box enables the "Change" button under the "Labs" Tab.
Cycle MED Orders	This Check box enables the "Doctor Order" button located in the "Cycle Result" underneath the traffic light.
Patient's Notes Tab	This option enables the "Add a Note" button under the "Nurse's Note" and "Cycle Note" tabs.
Patient's Scanned Doc.	Enables the "Scan" button located under the "Scan. Doc." Tab.
System Tables	NOTE that all Table are accessed by clicking on "Table" on the Top Menu.
Physicians, Satellites and Hospitals	Enables the "Add..." and "Modify" buttons in each table.
Cycle Type, Diagnosis and Orders	Enables the "Add..." and "Modify" buttons in each table.
Pharmacies	Enables the "Add..." and "Modify" buttons in the "Pharmacies" table.
Insurance company	Enables the "Add..." and "Modify" buttons in the "Insurance company" table.
Stimulations Table	Enables the "Add a Stimulation" and "Modify" buttons in the "Stimulations" table.
Laboratory Test	Enables the "Add a Lab Test" and "Modify" buttons in the "Stimulations" table.
Blood type Codes	Enables the "Add Blood Type" and "Modify" buttons in the "Blood Type" table.
Relative codes	Enables the "Add a Type" and "Modify" buttons in the "Relative" table.
Allergies	Gives the right to a user to "Add..." or "Modify" the list of "Allergies".

Towns Table	Enables the "Add a Town" and "Modify" buttons in the "Town" table.
State Table	Enables the "Add a State" and "Modify" buttons in the "State" table.
Country Table	Enables the "Add a Country" and "Modify" buttons in the "Country" table.
Employees Tables
Edit Employees	Enables the "Modify" button in the "Employees" table.
Add New	Enables the "Add New" button in the "Employees" table.
User Table
Modify user's info	Changes the "Name" and "Comment" of the user.
Modify user's accesses	Changes the "User's Access" check boxes.
Modify user's rights	Changes the "View" and "Edit" check boxes.
Add new user	Enables the "Add a new User" button.

Users Buttons

The buttons are utilized to modify the employees Data Base. By Clicking on "Modify" the "Login Name" and the "Last Login" screen changes to light gray. Those are the fields that can not be modified. The "Add a User" button will then change to a "Cancel" button that allow the cancel of the modifications made. The "Save" button will be enabled and needs to be clicked in order to save the modifications to the user's profile. The "Full Name" of the user becomes highlighted and is ready to be edited. From there, modify any of the three Tabs and manage the right and access of employees. FertiSoft will not exit without either saving or Canceling modifications.

The "Add a User" button will be used when new user is created. This starts with an empty profile. By clicking this button, a new User Record and the "Scrolling Windows" containing the list of the users will disappear. The "Clear Password"' button, the "Who's In" button and the "Last Login" screen will also turn gray. The "User Name" field, the "Full Name" and the "Comment" fields become empty. The same thing will happen with all the "Check Boxes". Cursor will then be positioned in the "User Name" field. When a profile is in creation, the "Add a User" button will change to "Cancel" and the "Save" button will enable itself.

"Copy a Current User" is a useful option that allows the administrator to give new user the same rights as another user's profile. Once the profile is copied, use the "Modify" button to adjust it. To use it, select the employee "source" from which a copy is used and press "Copy a Current User". This option acts exactly like "Add a New User" and replicates all the Check Boxes in the three tabs.

To delete an employee, select the employee, then press the "Delete" button. A confirmation dialog box will appear twice to ensure the user to "Really Want to Delete this Record".

"Listing" will display a report of all the employees with their "Username", "Comment", "Date In" and "Date Out" (See pictures below).

The "Save" button is available only when "Modify" mode used.
(See pictures on your left)

Return to Table of Content