Get User Form - Teampraxis

This guide provides step-by-step instructions for completing the User Form - TeamPraxis online. Whether you are adding new users or disabling existing accounts, following these instructions will ensure your requests are processed accurately.

Follow the steps to complete the User Form - TeamPraxis online effectively.

1. Press the ‘Get Form’ button to access the User Form - TeamPraxis and open it for editing.
2. In the ‘Practice/Group Name’ field, enter the name of the practice or group for which you are requesting user access.
3. In the ‘Name (Last, First)’ field, provide the name of the user you are requesting to add or disable, following the specified format.
4. Indicate the ‘Title/Role’ of the user in the designated section to clarify their responsibilities.
5. If you are modeling a new user after an existing profile, specify the ‘Existing User to Copy’ in the appropriate field.
6. Select the required permissions for the new user, including options for RX rights, note ownership, scan login, DLC to PDF, and unlocking notes. Check relevant boxes as necessary.
7. In the ‘Users to be disabled’ section, list any users whose access needs to be terminated, if applicable.
8. Provide your contact information in the ‘Print Name’ and ‘Contact Ph#’ fields to ensure communication regarding your request.
9. Sign the form where indicated and enter the date to officially authorize the request.
10. After completing all sections, you can save changes, download, print, or share the form as required.

Complete your User Form - TeamPraxis online today to ensure timely processing of your requests.