Index

• Sections
  • Using the Security Center
  • Individual User Settings

Using the Security Center

The ICANotes Security Center is available to users designated as Security Administrators for their group. 

1. To access the Security Center, go to 'Settings + Directories' from the Chart Room. 

2. Click the 'Security Center' button at the bottom. 

3. Enter your ICANotes password and click 'OK'.

4. This is your Security Center where you can change group rules or change settings for users in your group.

You can add a new user by clicking  in the upper-left corner of the Security Center. For more information, please see our How to Add Users to Your Account Knowledge Base Article.

There are two main areas of the Security Center. The individual user settings and the Group Rules area. For more information on the Group Rules area, please see our Security Center Group Rules Knowledge Base Article.

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Individual User Settings

Click  to the right of the user's name.

At the top of the individual level of the Security Center, you'll find various fields, dropdowns and checkboxes that can be customized.

You can change the user's first, middle, or last name and change his/her title. Additionally, you can customize the following:

• Discipline: You can define a user's discipline here. Note: the discipline simply specifies the default privileges/restrictions.
  • For more information on the permissions of each discipline, please see our User Permissions Overview Knowledge Base Article.
• Role: You can set up a user as 'Non-Clinical', which restricts him/her to the Calendar, Patient Accounts, Demographics, and the Messaging Center.
• Group Administrator: Group Administrators have access to all users in Settings & Directories, the Group Level Settings & Directories tab, and the group level Calendar settings.
  • More information can be found in our Group Administrator Permissions and Access Knowledge Base Article.
• Security Administrator: Security Administrators have access to the Security Center and can also authorize changes on our end that may not be user-facing. 
• Intern/Resident: You can mark a user as an Intern/Resident. 
• Full Time/Part Time: A user can be marked full time or part time. 
• Admissions Admin: Admissions Admins have access to the Admissions Admin screen upon login to reconcile unmatched admission data transmitted from an integrated third party to ICANotes.
  • For more information, please see our Admissions Administrator Role Knowledge Base Article. 
• Patient Portal Admin: This will give a user access to the admin side of the Patient Portal and the Group Forms section of the Upload Site. Note: your group must have the Patient Portal feature enabled.
  • More information can be found in our Premium Patient Portal Admin Function Knowledge Base Article.
• Treatment Plan Admin: Treatment Plan Admins are able to see treatment plans due dates for all users in the Clinician Reminder Sheet.
  • For more information, please turn to our Treatment Plan Administrator Knowledge Base Article.
• Review Incoming Test Results: This will activate lab results functionality for users in the group. Note: your group must be integrated with a lab vendor.
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