User Creation Configuration
Adding New Persons to an existing system
Adding a New User in VistA
The best way to add a new user into your VistA System is to use “clone a user”. First you need to set up different users that represent your job areas. This would include clinical applications coordinators, pharmacists, providers, nurses, front office clerks, Medical Assistants, etc. Then you can use them as the New Person entry to clone. The menu option is “Grant Access by Profile”. However, once the user is cloned, you generally have more work to do:
1) Change the Access Code to something more memorable
2) In the case of Providers, add NPI number, DEA number, Authorized to write medications, Encounter Form, “Hospital Location”, Autofinish Location, Autofinish Printer.
3) Electronic Signature code
4) Electronic Signature Block
5) Additional Menus and keys if necessary.
6) Fileman Access Level.
Please note this is only a guide. There are thousands of Menu options and probably hundreds of keys. You may need to do some research.
The next section assumes you do not have an appropriate “New Person” to clone. It is primarily reference material if you do.
To add a new person, start with the User Menu and choose ADD A NEW USER TO THE SYSTEM.. The following New Person is an ANALYST and has super user powers in VistA: Your IRM/CAC might have these menus and keys:
-~-~-~-~-~-~-~-~-~-~-~-~ PuTTY log 2009.09.22 10:37:44 -~-~-~-~-~-~-~-~-~-~-~-~-
user Inquiry Select NEW PERSON NAME: dewa DEWAYNE,ROBERT RED IRM ANALYST DEVICE: TELNET DEWAYNE,ROBERT (#9)
Number 9 is the DUZ number, in a pinch, you at the GTM Prompt you can
S DUZ=9 <enter> D ^XUP
This will get you into a programmer mode and allow you to set up any number of users, For this reason, we do not let many people have access to the VistA roll and scroll through the Prompt. See the commander scripts done by Ignacio Valdes to get around this security hole.
Service/Section: IRMService section is usually Medicine
Job: 5100 (13EC) on EHR,EHR:vmware from SEP 22, 2009@10:36:49
Device: /dev/pts/1 (/dev/pts/1)
Menu path:
Systems Manager Menu
User Management
User Inquiry
ATTRIBUTES
----------
Creator ........ Date entered........Dec 01, 2004
Mult Sign-on ...ALLOWED Fileman codes .....@
The @ is Fileman Unlimited privilege. You probably can't confer it here
Time-out .......9999 Type-ahead ........ALLOWED Title ..........ANALYST Office Phone ...... Auto-Menu ......YES, MENUS GENERATED Voice Pager ....... Last Sign-on ...Sep 22, 2009 Digital Pager ..... Has a E-SIG ....Yes Write Med's .......YES
This line is actually not found in the USER MENU Prompts. I use Fileman to create the Electronic Signature (so I don't need to give VistA roll and scroll access) I also use Fileman Enter/edit of New Person file to enter: Authorized to write medications, Electronic Signature Block, NPI and DEA number.
I believe you “Authorized the write medications for most medications, a DEA number for Narcotic Prescription Privileges, and either the NPI number ot the appropriate Person Class to “Bill”.
Person Class: Allopathic and Osteopathic Physicians
Family Practice
Primary Menu: EVE
Systems Manager Menu EVE is the mother of all Menus
Secondary Menu(s)
-----------------
[OR CPRS GUI CHART] CPRSChart version 1.0.26.76 without this, you can not log into CPRS
[PXRM CPRS CONFIGURATION] CPRS Reminder Configuration
[VFGS SCANNING] VOES SCANNING
Keys Held
---------
DDXP-DEFINE DG CONSISTENCY DG DETAIL DG ELIGIBILITY
DG RECORD ACCESS DG SECURITY OFFICER DG SENSITIVITY
DG SUPERVISOR DGPRE EDIT DGPRE SUPV DIEXTRACT
IBCNE IIV AUTO MATCH IBCNE IIV SUPERVISOR
IBCNR E-PHARMACY SUPERVISOR IBDF IRM LRANAT
LRAPMOD LRAPSUPER LRAU LRBLSUPER
LRDATA LRLAB LRLIASON LRSUPER
LRVERIFY ORES PROVIDER PSOA PURGE
PSOINTERFACE PSORPH ROR VA HEPC ADMIN ROR VA HIV ADMIN
ROR VA IRM XDR XM SUPER SEARCH XMMGR
Enter RETURN to continue or '^' to exit: XMNET XQAL-DELETE XQSMDFM XUAUDITING
XUAUTHOR XUEXKEY XUFILEGRAM XUMF INSTITUTION
XUMGR XUPROG XUPROGMODE XUSCREENMAN
Patient Selection
-----------------
Restrict?: NO
OE/RR List:
CPRS Access Tabs
----------------
Name Description Effective Expiration
---- ----------- --------- ----------
COR CPRS GUI "core" tabs. FEB 1,2005
CPRS Parameter info (User Specific)
-----------------------------------
ORWDX WRITE ORDERS LIST: ORZ WRITE ORDER LIST
OR ADD ORDERS MENU: ORWDX WRITE ORDERS LIST
Mail Groups:
ERRORS (Organizer) (Public)
UNORDERED LAB MESSAGES (Organizer) (Private)
ORDERED QUEST MESSAGES (Organizer) (Private)
Here is a list of the keys assigned to this user and their descriptions:
Adding a Hospital Location:
Select Scheduling Manager's Menu Option: supervisor Menu
Add/Edit a Holiday
Appointment Status Update Menu ...
Appointment Waiting Time Report
Cancel Clinic Availability
Change Patterns to 30-60
Convert Patient File Fields to PCMM
Current MAS Release Notes
Enter/Edit Letters
Inactivate a clinic
Look up on Clerk Who Made Appointment
Non-Conforming Clinics Stop Code Report
Purge Scheduling Data
Reactivate a Clinic
Remap Clinic
Restore Clinic Availability
Scheduling Parameters
Set up a Clinic
Sharing Agreement Category Update
Select Supervisor Menu Option: set up a Clinic
Select CLINIC NAME: ??
Choose from:
DEWAYNE ROB VWWARE DEWAYNE,ROBERT
DR OFFICE
JON DOE CLINIC
ZZCLINIC
You may enter a new HOSPITAL LOCATION, if you wish
Name given by user to any ward, clinic, fileroom, operating room
or other location within a VA facility.
Select CLINIC NAME: JON DOE CLINIC
NAME: JON DOE CLINIC//
ABBREVIATION: JDC//
CLINIC MEETS AT THIS FACILITY?: YES//
SERVICE: MEDICINE//
NON-COUNT CLINIC? (Y OR N): NO//
STOP CODE NUMBER: GENERAL INTERNAL MEDICINE//
DEFAULT APPOINTMENT TYPE: REGULAR//
ADMINISTER INPATIENT MEDS?:
TELEPHONE:
REQUIRE X-RAY FILMS?:
REQUIRE ACTION PROFILES?: YES//
NO SHOW LETTER:
PRE-APPOINTMENT LETTER:
CLINIC CANCELLATION LETTER:
APPT. CANCELLATION LETTER:
ASK FOR CHECK IN/OUT TIME:
Select PROVIDER:
DEFAULT TO PC PRACTITIONER?:
Select DIAGNOSIS:
WORKLOAD VALIDATION AT CHK OUT:
ALLOWABLE CONSECUTIVE NO-SHOWS: 999//
MAX # DAYS FOR FUTURE BOOKING: 999//
HOUR CLINIC DISPLAY BEGINS:
START TIME FOR AUTO REBOOK:
MAX # DAYS FOR AUTO-REBOOK: 365//
SCHEDULE ON HOLIDAYS?:
CREDIT STOP CODE:
PROHIBIT ACCESS TO CLINIC?:
PHYSICAL LOCATION:
PRINCIPAL CLINIC:
OVERBOOKS/DAY MAXIMUM: 15//
Select SPECIAL INSTRUCTIONS:
LENGTH OF APP'T: 10//
VARIABLE APP'NTMENT LENGTH:
DISPLAY INCREMENTS PER HOUR: 10-MIN //
AVAILABILITY DATE:
Attaching an Encounter Form to a Provider:
-~-~-~-~-~-~-~-~-~-~-~-~ PuTTY log 2009.09.22 11:14:25 -~-~-~-~-~-~-~-~-~-~-~-~
TEST an option not in your menu
Option entry to test: IBDF
1 IBDF AUTO PURGE FORM TRACKING Tasked purge of Form Tracking files
2 IBDF BACKGRD EF PRINT QUEUE Background EF Print
3 IBDF CLINIC SETUP/EDIT FORMS Clinic Setup/Edit Forms
4 IBDF COPY CPTS TO FORM Copy CPT Check-off Sheet to Encounter Form
5 IBDF DEFINE AVAILABLE REPORT Define Available Report (not Health
Summaries)
Press <RETURN> to see more, '^' to exit this list, OR
CHOOSE 1-5: 3 IBDF CLINIC SETUP/EDIT FORMS Clinic Setup/Edit Forms
EDIT FORMS FOR WHICH CLINIC? : DEWAYNE ROB VWWARE DEWAYNE,ROBERT
FORMS CURRENTLY USED BY 'DEWAYNE ROB VWWARE' HOSPITAL LOCATION
CC Change Clinic CF Copy Form FE Fast Selection Edit
NM Form Name/Descr/Size CR Create Blank Form RC Recompile Form
AS Add Form to Setup DF Delete Unused Form
DS Delete from Setup EF Edit Form
Select Action: Quit// CF Copy Form
Do you want to select a form from the toolkit? YES
Select a FORM: ??
Choose from:
AMBULATORY SURGERY SAMPLE V2.1 scannable form for ambulatory surgery
EMERGENCY SERVICES SAMPLE V2.1 scannable form for primary care
GY National Hem/Onc 10/2002
NATIONAL ADDICTION 2005 National Addictions formApril 2005
NATIONAL AUDIO & SPEECH2003 NationalAudiology & Speech August 2003
NATIONAL AUDIO/SPEECH 2005 National Audio & Speech April 2005
NATIONAL BLIND REHAB 2005 National VIST/BROS Encounter form April 2005
NATIONAL CARD CATH/INTERV National Cardiac Cath/Interventional Rad 8/
2002
NATIONAL CARD CATH/INTERV RAD National Cardiac Cath/Interventional Rad
8/2002
NATIONAL CARD CATH/IR 2005 National Cardiac Cath/Interventional Rad Ap
ril 2005
NATIONAL CARDIOLOGY National Cardiology/EKG/Echo 8/2002
NATIONAL CARDIOLOGY 2005 National Cardiology/EKG/Echo April 2005
NATIONAL CHIROPRACTIC 2003 National Chiropractic August 2003
NATIONAL DERMATOLOGY National Derm encounter form 8/2002
NATIONAL DERMATOLOGY National Derm encounter form 8/2002
NATIONAL DERMATOLOGY 2003 National Derm encounter form August 2003
NATIONAL UROLOGY 2005 National Urology Form April 2005
NATIONAL VIST/BROS 2003 Encounter Form for VIST & BROS ClinicAugust 20
03
PRIMARY CARE SAMPLE V2.1 scannable form for primary care
PRIMARY CARE V2.1 scannable form for primary care
Select a FORM: PRIM
1 PRIMARY CARE SAMPLE V2.1 scannable form for primary care
2 PRIMARY CARE V2.1 scannable form for primary care
CHOOSE 1-2: 2 PRIMARY CARE V2.1 scannable form for primary care
New Form Name: // DEWAYNE ENCOUNTER............
NAME: DEWAYNE ENCOUNTER//
SIMPLEX/DUPLEX: DUPLEX,SHORT-EDGE BINDING//
SCANNED/MANUAL DATA ENTRY: YES//
Should ICR be used to automatically read hand print on this form?: YES
//
NUMBER OF PAGES: 2//
ENTER THE PAGES THAT SHOULD BE SCANNED.
Select PAGE INFORMATION: 2//
PAGE INFORMATION: 2//
Select PAGE INFORMATION:
BRIEF DESCRIPTION OF FORM'S USE & CONTENT: scannable form for primary care
Replace
How should the clinic use the form?
Select one of the following:
1 BASIC FORM
2 SUPPLEMENTAL FORM FOR ALL PATIENTS
3 SUPPLEMENTAL FORM FOR NEW PATIENTS
4 SUPPLEMENTAL FORM FOR ESTABLISHED PATIENTS
5 FORM TO PRINT WITHOUT PATIENT DATA
6 RESERVED FOR FUTURE USE
7 WILL NOT BE USED BY CLINIC
Enter response: 2 SUPPLEMENTAL FORM FOR ALL PATIENTS
FORMS CURRENTLY USED BY 'DEWAYNE ROB VWWARE' HOSPITAL LOCATION
scannable form for primary care
CC Change Clinic CF Copy Form FE Fast Selection Edit
NM Form Name/Descr/Size CR Create Blank Form RC Recompile Form
AS Add Form to Setup DF Delete Unused Form
DS Delete from Setup EF Edit Form
Select Action: Quit// EF Edit Form You can also edit the form if necessary
Adding a Problem List:
GMPL MGT MENU Problem List Mgt Menu
1 Patient Problem List
2 Edit PL Site Parameters
3 Create Problem Selection Lists ...
4 List Patients with Problem List data
5 Search for Patients having selected Problem
6 Replace Removed Problem(s) on Patient's List
Select Problem List Mgt Menu Option: 3 Create Problem Selection Lists
1 Build Problem Selection List(s)
2 Copy Selection List from IB Encounter Form
3 Assign Selection List to User(s)
4 Remove Selection List from User(s)
5 Delete Problem Selection List
6 Check Problem Selection List problem codes
Select Create Problem Selection Lists Option: ASSign Selection List to User(s
Select LIST NAME: ??
Choose from:
ADULT PROBLEM LIST
CATARACT SURGERY
GLENDALE PROBLEM LIST SB
TIDWELL PROBLEM LIST SB
Select LIST NAME: TI
Select USER: DEWAYNE,ROBERT RED IRM ANALYST
ANOTHER ONE:
Are you ready? NO// YES
Assigning list ...
DEWAYNE,ROBERT
Adding other miscellaneous options:
Select CPRS Configuration (Clin Coord) Option: GP GUI Parameters
CS GUI Cover Sheet Display Parameters ...
HS GUI Health Summary Types
TM GUI Tool Menu Items
MP GUI Parameters - Miscellaneous
UC GUI Clear Size & Position Settings for User
RE GUI Report Parameters ...
NV GUI Non-VA Med Statements/Reasons
EX GUI Expired Orders Search Hours
RM GUI Remove Button Enabled
NON GUI Remove Button Enabled for Non-OR Alerts
EIE GUI Mark [[Allergy~|Allergy]] Entered in Error
