Create and Invite Users to CoTreat
Adding and removing staff members can only be done by Users with Admin permission.
Click here 📽️to see how Users are added to CoTreat or read the written instructions below
You can invite a new user to your CoTreat practice from the "Settings > Users" page:
Step 1, click the Setting icon ⚙ from the header to open the Settings page, which by default opens the "Users" page
Step 2, in the Users page, click Add User button to open the Invite New User table
- Step 3, Complete the new user info > Select Role in Practice > Select Permissions > Select Clincal Role (Practitioners only) > click Invite New User button to send out the invitation.
The new User will receive an email with a link to Get Started allowing them to set a password and set up their profile.
ℹ️ Role in Practice and Permissions are explained below screenshots
Role in Practice:
Practice Owner/Manager
- Can view all Pages in CoTreat.
- Opens in Patient Engagement page (Data on Usage of Detect, sends, opens and value for Digital Treatment plans)
- Can view and edit all pages in Settings
- Receives Practice Digest which provides an overview of CoTreat usage and Treatment Planning (for integrated clients) for the Practice and Practitioners
- By default receives all notifications for Proceed with Treatment plan
- Permissions set as Admin by default
Practitioner
- Can only view Clinical Insights (prevalence data of CoTreat observations) where they are the assigned Practitioner. Can view Patient Reports and Patient Engagement (Usage of Detect, sends, opens and value for Digital Treatment plans) for the entire Practice).
- Opens in Synced Patients list or Case Presentations list (if non-integrated)
- Receives Practitioner Digests with CoTreat usage information and Treatment Opportunity and Treatment planning information for integrated clients.
- Assign clinical role from the options available of Dentist, Hygienist, Oral Health Therapist and Other
- Associate the User with a Practitioner by either:
- Creating a new Practitioner with the same name as the User
- Select existing Practitioner to associate with the User
DA/Front Desk
- Cannot view Clinical Insights (prevalence data of CoTreat observations) but can see Patient Reports and Patient Engagement (Usage of Detect, sends, opens and value for Digital Treatment plans) for the entire Practice). in the Insights tab.
- Opens in Conversations page
- By default receives all notifications for Payment Plan requests/acceptance, and Proceed with Plan
- Digests not available for this role
To avoid creating duplicate Practitioners always select an existing Practitioner in the first instance and if the Practitioner profile is not available create a new one.
Permissions
Permissions can be set as Admin or User which provides different levels of edit and view access in CoTreat. The exclusive Admin permissions are outlined below, where Admin hasn View and/or Edit permissions to a page this means that User cannotView and/or Edit for this feature/page.
Admin
- Practice Info - View and Edit
- Users/Practice members - Add, remove and edit other
- Patient records. - Edit ⚠️ Patient records should only be changed if necessary and steps must be taken to ensure that patient details are recorded accurately as a control to preserve privacy.
- Integrations - View and Edit
- Digital Treatment Plan settings, Item code and Price buttons, SMS message and remoinder templates - View and Edit
- WebChat - View and Edit
- Digests - receive Practice Digests, weekly by defaul and daily if selected.