User Group Membership

On the Main Menu, click Settings > User. In the left menu, under Practice Links — Groups, click User Group Membership

1. Display the User Group Membership page: On the Main Menu, click Settings > User. In the left menu, under Practice Links — Groups, click User Groups.
2. User Group — Select the user groups that you would like to see in the display. Select -Show All- to include all user groups.  
3. User — Select the users that you would like to see in the grid that follows. If you would like to see all users, select -Show All-.  
4. Click Filter. A display grid of the selected users (in a vertical list at the left) and user groups (as horizontal column headings) appears.
5. Locate the user group name (column) that you want to update.
6. Check the checkboxes for each username to include in the user group.
7. Uncheck the checkboxes of any usernames that you want to exclude from the user group.
8. Click Save (at the bottom of the list). The user group membership is updated. The user group is now available for use via the Enter Name: field on the Create New Message page.

You can create user groups so that you can quickly send messages to the appropriate staff members (for example, all receptionists, all providers, all RNs, etc.). Use the User Groups page to create the user groups that you need, and then use the User Group Membership page to add the appropriate usernames to each group.  From the News and Messages page, you can then select the desired user group from the Recipients menu.