Users who have been provided with administrator access, as directed by their company’s decision makers, are able to access the Admin tab in medSage 3.0.
medSage 3.0 administrators can provide users with access to the medSage 3.0 application, as well as reports-only access to the legacy version of the medSage application, from within the ‘Admin’ tab.
Once inside the ‘Admin’ tab click ‘New’
Enter information into all fields. Email address information is necessary because it will allow users to use the ‘Forgot Password’ link located on the medSage 3.0 logon page. Currently the ‘system roles’ field allows two options: ‘Admin’ and ‘Therapist’. Admin access allows the user being created to add/edit/deactivate users.
medSage 3.0 administrators can edit user information or remove access to the medSage 3.0 application, as well as reports-only access to the legacy version of the medSage application, as well as reset user passwords from within the ‘Admin’ tab.
Simply click on the name of the user within the list of active users:
The following section details the overview of the branch filtering feature. The branch filtering feature allows users with administrator access to manage user assignments per branch. This means all company users can be assigned to an elite view fielding the appropriate tasks and patients by branch.
Users with administrator access are made aware of this as the following message will appear at the top of the screen:
Active – contains a list of all active branches. There will be a – message – ‘No Users Assigned!’ if there aren’t any users assigned to the branch. Please address immediately to avoid potentially missed Reorders Requests and Notifications that have generated. Clicking on the branch will allow the administrator to view, as well as add, users that have access to the tasks and patients under the specific branch.
Active Unassigned – contains a list of active unassigned branches that do not have any users assigned to them. The branch(es) with the message ‘No Users Assigned!’ need to be addressed immediately to avoid potentially missed reorders requests and notifications that have been generated. Clicking on the branch will allow the administrator to grant users the access to view the tasks and patients under that specific branch.
Inactive – contains a list of branches that had been sent to medSage via your billing system but have yet to be approved by a decision-maker at your company.
Clicking on a user name within the Users section reveals the accessibility he or she has to view the tasks and patients of a specific or all branches.
Clicking on a branch name within the ‘active’ or ‘active unassigned’ section reveals the users who do and do not have accessibility to view the tasks and patients of the selected branch