Add New Member User in UMedTech (a.k.a. SKY)
This article is for UMED Providers only as member users will not have access to add a new member user in the UMedTech platform.
1. Log in to your dedication UMedTech site
2. Hover over the left side navigation under Manage Users, select "Add Members"
3. Proceed by adding all applicable information for the member.
NOTE: Fields marked with red asterisk ( * ) are mandatory.
You must also assign at least one staff/provider (Clinical Director, Clinical Assistant, Health Coach, Nutrition, Program Manager, Basic Staff/Admin). It is recommended to assign 1 Provider and 1 Basic Staff/Admin to each member.
Assigning staff users/providers to members is meant to assign permissions to access that particular member's record to only the providers that are directly working with the member. All other staff users/providers within your location will be able to view that member's record but not be able to edit or add new information.
4. Click Submit to finish adding the new member
NOTE: You will want to let the member know to expect an automated email from your UMedTech site with a one-time link for them to log in, create a password, and then complete the surveys that are assigned to them based upon their Membership category. (For Member NEXT STEPS, See article, "Complete Member Surveys")
Example of the email the member will receive:
For Member NEXT STEPS, See article, "Complete Member Surveys"
Related Articles
Create new Survey in UMedTech Platform a.k.a. SKY
In order to create a new survey in the UMedTech Platform (a.k.a SKY), you must be logged have Admin permissions. Content Add Content Webform Webform Type: Survey Repeat Webform: NO Save Begin entering the content of your form/survey using the drag ...
UMedTech (SKY) Role/Permissions Assignment
This article will explain the purpose for specific Roles and Permissions assigned to each individual user. Each user accessing the UMedTech portal will be assigned a specific role with relating permissions based upon their relationship with each ...
Requesting Staff User Access and/or Permission Change
In order to gain access to the UMedTech ("SKY") Platform, please have your site manager contact Erin Cannon, ecannon@umedtechnology.com requesting your access. with the following information: Location Name User Type: Manager, Saff User Role(s): Basic ...
UMedTech (a.k.a SKY) Release V7
UMedTech (a.k.a SKY) Release V7 Since the release of our proprietary UMedTech platform, or as our early adopters know it as "SKY", we have worked hard to continue improving the site to best meet your needs. We value you as a partner and want to ...
November 2018 UMedTech/SKY Release Notes
Hello Everyone, In an effort to continue to keep you informed of recent updates within our UMedTech platform, we want to share the most recent release notes with you. This month the team has been working hard and have made some great ...