The Human Resources section in LinkHMS allows you to manage users such as doctors, nurses, lab workers, and receptionists. Each new user you add becomes part of your facility’s team and can access relevant features of LinkHMS. Follow the steps below to add a new user.
Steps to Create a New User
Access the Human Resources Module:
After logging into LinkHMS, click on the Human Resources icon on the left-hand sidebar (it looks like three figures in a group).
Navigate to the New User Page:
Once in the Human Resources module, click the + New User button located in the top-right corner of the screen.
Fill in User Details:
A pop-up window titled New User will appear. Complete the following required fields:
First Name and Last Name (required): Enter the user's full name.
Email (required): Provide the user’s email address (make sure this is correct as the user will receive a confirmation email).
Phone (required): Enter the user’s contact number.
Role (required): Select the user’s role from the dropdown menu (e.g., Doctor, Nurse, Lab Worker, etc.).
Specialty: For doctors, you can specify their specialty (e.g., Surgeon, Pediatrician, etc.).
Department(s) (required): Select the department(s) to which the user belongs. You can select multiple departments if applicable.
Save the New User:
Once all fields are completed, click the Create button to add the new user. If you need to cancel, click Cancel.
💡Note:
A message at the top of the pop-up will remind you that adding new users may affect your subscription charges.
Managing Your Users
View User Details:
After creating a user, their information will appear on the Human Resources main screen. You’ll see their name, role, phone number, department(s), and status.
Edit or Deactivate a User:
Click the three-dot menu next to the user’s name to either Edit their details or Deactivate their account.
Edit: You can update the user’s details, such as their email, phone number, or role.
Deactivate: Temporarily disable the user without deleting their account.
💡Tips for New Users:
Email Confirmation: Make sure the user verifies their email address by clicking the link in the confirmation email.
Assign Departments: Always assign users to at least one department to ensure they are properly categorized within the system.
Role Selection: Choose the correct role for the user to ensure they have the proper access and permissions within LinkHMS.