Learn how to add external users to MeSA. An external user is anyone who needs to see a patient's data, such as a physician, case worker, pharmacist/pharmacy, nurse, or family member. External users are invited to the system via email. By following the instructions in the email, each invited external user will set up an account to view their patient's data.
View the List of Existing External Users
Click on "External Users" under the "Setup" tab.
For a multi-location company, the list of external users can be narrowed down by facility by clicking on the facility name on the top navigation.
To see a list of all the external users across all locations, simply select the top unit.
Add a New External User
Click on "External Users" under the "Setup" tab.
Click the "Add External User" button.
Fill out the form with the user's information.
Select each resident that falls under the supervision of the external user.
Select the "Signature" button to digitally sign the form.
Click the "Save" button to send an invitation to the external user.
Note that an external user can be added directly from the Dashboard in the "Quick Tasks" module.
Manage Invited External Users
Once a new user has been added into the system, each user will receive an email inviting them to create an account. When an invited user hasn't acted upon the invitation email, their information is displayed in an invite queue locate on the Dashboard.
The "Invited Users" module displays the names of all of the invited users for that selected location.
Click on "External User" to see the list of all invited external users.
To resend an invitation, click on the user's name.
