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--- userdocs:how-to:ch4:create_rdvm_portal_user [2017/10/03 18:53] – lperryman
+++ userdocs:how-to:ch4:create_rdvm_portal_user [2017/10/03 19:31] (current) – lperryman
@@ Line 3: / Line 3: @@
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-Select the **menu** option from the top of the main VMIS window labeled **Client services**.
+//**Note**: Authorized hospital staff can create a portal account for a referring using the Portal User tab of the Referring Vet screen.  Before creating the account or resetting the password, it’s important to verify the identity of the veterinarian by asking them to provide information that can be matched with our records.//
-{{ :userdocs:how-to:ch4:client_services_menu_option.png |}}
+Select the **File** menu option at the top of the main VMIS window.
-From the drop down, select the **admissions** option.
+{{ :userdocs:how-to:ch4:file_menu.png |}}
-{{ :userdocs:how-to:ch4:admissions_drop_down.png |}}
+From the drop down, select **Referring Veterinarians**.
-The animal preadmissions screen will appear.  Select the **referrals** tab.
+{{ :userdocs:how-to:ch4:referring_veterinarians.png |}}
-{{ :userdocs:how-to:ch4:referrals_tab.png |}}
+The list of current referring veterinarians will appear.  Search for the desired veterinarian by entering the **first and last name, clinic name, address, email address,** or **vet ID** into the respective fields.
-All of the current referrals will appear under this tab.
+{{ :userdocs:how-to:ch4:referring_vet_list.png |}}
-{{ :userdocs:how-to:ch4:preadmissions_screen_referral.png |}}
+A list of all of the vets with parameters matching what was entered will appear.  Select the desired veterinarian by double clicking the name.
-Double click the desired referral to convert it to a pending admission.  The admission screen will appear containing the information from the referral.  To have the referral entered as a pending admission, hit the save button.
+{{ :userdocs:how-to:ch4:referring_vet_select.png |}}
-{{ :userdocs:how-to:ch4:admissions_filled_saved.png |}}
+The **referring vet** screen will appear.  Select the tab that says **Portal User**.
-The record will be moved from the referrals tab to the pending tab in the admissions list.
+{{ :userdocs:how-to:ch4:vet_portal_user.png |}}
-Note: If you close the Admissions form without hitting save, the record will not be converted to a pending admission and will remain in the Referrals tab.
+Note the Referring Veterinarians **Account # (Username)** and select the create account button.
+{{ :userdocs:how-to:ch4:note_the_username.png |}}
+A screen will appear asking for a verification that the correct account is being created and the email address that the password will be emailed to.
+{{ :userdocs:how-to:ch4:correct_account.png |}}
+After reviewing the information and selecting yes, a new screen will appear containing the new password that was sent to the veterinarian.
+{{ :userdocs:how-to:ch4:new_password.png |}}
+//In order to log in, the veterinarian will need both the username and password.  Since email is not secure, the username is not included with the password that was sent to the veterinarian via email.  The username must be given to the veterinarian over the phone or by some means other than email.//