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:   IRM   

Service 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~|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~|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~|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~|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