With DME Chase now being in the CRM, this guide will hopefully be helpful for anyone who is able to/needs to adjust other users permissions in the CRM.
CRM Role = DME Chaser
Skill Groups = DME Chase (provides access to the OPS queue for unassigned patients needing to have their DWO/OVN chased)
How to Adjust Skill Groups for a Single User
In the top right corner of Selectcare, click the Grid icon and select "Admin View"
2. Next, click the top button on the left side and select "Manage Users"
3. In this view, click the 3 horizontal lines that appear in the right side of the gray header to search or 'filter' for a specific user (Tip: you may need to hover over the gray header for the 3 horizontal lines icon to appear)
4. After clicking the name of the user to be updated, adjust the view of the right hand side to "Skill Groups"
5. In this view, we can either deselect Skill Groups that are currently Assigned or search for Skill Groups in the Unassigned tab to add to the user
6. To assign the 'DME Chase' skill group, simply search for it in the Unassigned Tab, select it, and click save!
How to Adjust Multiple Users at a time for each Skill Group
In Admin view (as directed above) click the top button on the left side and select "Manage Skill Groups"
Using the 3 horizontal lines in the left hand column, search for the relevant skill groups that is needing to be added/removed. In this example I have searched for “DME Chase” and can now see all of the DME Chase Skill Group:
3. After selecting the DME Chase skill group, adjust the right side of the screen from the 'Details' view to the 'Users' View
4. Similar to the process under Manage Users, type the name of the person needing to be Assigned/Unassigned the skill group, select them, and hit save!
