Adding Users to Reach Intake

Let’s review how to add a new user for Reach Intake. Please note that only Admin users have the ability to create, edit, view, or delete users.

These are the user roles available: 

Intake Only

  • Intake Only users can use all of the features of the Reach Intake functionality, like manually sending intake to patients, using kiosk mode, downloading an intake form PDF, or checking a patient’s intake status.They can’t access company and user settings or view the Campaigns page where workflows can be turned on and off. 

Admin

  • An Admin user has all of the access to functionality that an Intake Only user has, plus full company settings, and the ability to add, edit, and remove other users. Admins in Reach Intake can also access the Campaigns page where workflows can be turned on and off.

Adding an Intake Only User

  1. To add an Intake Only user, select Settings under your profile drop-down.
  2. Next, click Users. Here you can see your existing users and add new users.`

 3. Click the Create User button in the upper right corner of the screen.

 4. Fill in the following fields.


      a) Name

Enter the user’s first and last name.

     b) Email

Enter the user’s email address.

    c) Role

Select Intake Only from the drop-down list.

     d) Facilities

Select all of the facilities from the drop-down list where the user will need to see or access patients. If no facilities are selected, the user will not be able to see or search for patients.

    e) NPS Access Settings

Select My Facility NPS. This ensures that the user can see the patients from the facilities you selected above.  If My Facility NPS is not selected the user won’t be able to see, search for, or send intake to patients.

  f) Intake Notification Settings

Select the email notification settings you want the user to receive.  We recommend selecting My Facility Intake Alerts  So that the user will be alerted when an intake is completed for the facilities they were given access to in Step D above.

5.  Click the Save User button in the upper right corner of the screen, leaving the other fields blank:

The user you just created will receive an email shortly with their login instructions.

Adding an Admin User

  1. To add an Admin user, select Settings under your profile drop-down.
  2. Next, click Users. Here you can see your existing users and add new users.`

3. Click the Create User button in the upper right corner of the screen.

4. Fill in the following fields

a) Name

    Enter the user’s first and last name.

b) Email

Enter the user’s email address.

     c) Role

Select Admin from the drop-down list.

5.  Click the Save User button in the upper right corner of the screen, leaving the other fields blank:

The user you just created will receive an email shortly with login instructions.

By only taking the above steps, the admin user will automatically be able to see all patients at every facility (without having to manually add all locations), and will not receive intake alert emails when an intake is completed at any of the selected facilities. If you want to change the intake alert settings, you can edit them at any time.

Note: The Create User page includes NPS Alert fields that only affect functionality included in a Reach Plus or Premium subscription and can be ignored by Reach Intake subscribers. 

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