User Management - Arvi Medical Transcription Knowledge Base
User Management
This section provides detailed, step-by-step instructions for managing users within your Arvi Medical Transcription organisation. As a Super Admin, you have the authority to build and manage your team by inviting new members and assigning them appropriate roles. Following these guides will ensure that your team can collaborate effectively while maintaining the security and integrity of your organisation’s data.
Creating Your Organisation Account: A Step-by-Step Guide
Your Arvi Medical Transcription journey begins with the creation of an organisation account. This initial step is performed by the first user from your organisation, who will be designated as the Super Admin.
Step 1: Navigate to the Registration Page
Open your web browser and go to the Arvi Medical Transcription registration page.
Step 2: Complete the Sign-Up Form
Fill in the required fields with accurate information:
Email Address: Enter your professional email. The system will check if you already have an existing Arvi Medical Transcription account.
Organisation Name:The official name of your healthcare organisation.
Full Registration (For New Users): If you are new to Arvi Medical Transcription, you will be prompted to complete a full registration form, including your First Name, Last Name, and a secure Password.
Terms and Conditions: You must tick the box to accept the Terms and Conditions before proceeding.
Step 3: Submit and Verify
Click ‘Create Organisation’. A confirmation email will be sent to your address to verify the organisation’s creation. You must click the link in this email to activate the account.
Step 4: Log In and 2FA
Once confirmed, log in with your credentials. You will be required to enter a 6-digit OTP sent to your email to complete the login process.
Inviting Team Members: A Step-by-Step Guide
As a Super Admin, you are responsible for onboarding your team members. Please note that initially, all organisations are provided with a 30-day trial period.
Step 1: Access the User Profile
Log in to your Super Admin account and navigate to the User Profile section (usually found via your avatar or name in the menu).
Step 2: Go to Team Management
Within the profile area, select the Team Management tab. The number of members you can invite depends on your active subscription plan.
Step 3: Enter User Details
Click the invite button and enter the team member's email address.
Step 4: Select a Role
Choose the appropriate role from the dropdown menu:
Admin: Can manage patients and generate letters.
Doctors: Focused on clinical recording and documentation.
Step 5: Send the Invitation
Click ‘Send Invitation’. The user will now appear in your Team Management list with a "Pending" status until they accept the invite via email.
Customising Your Profile & Templates
Before your team starts sending letters, the Super Admin should configure the following in the User Profile section:
Signature Upload: You can upload a digital signature to be used on official clinical letters.
Email Templates: You can create and manage custom templates for sending letters via email. This allows you to include your organisation’s logo and specific formatting so that all outgoing communications look professional and consistent.
Managing User Roles & Security
Properly managing user roles is essential for maintaining a secure and efficient workflow.
Step 1: Edit or Remove Users
In the Team Management tab, you can view all active and pending users. You can edit a user's role or remove them from the organisation entirely if they no longer require access.
Step 2: Security Configurations
Within the Security tab of the profile section, the Super Admin can:
Update Passwords: Can manage patients and generate letters.
Toggle 2FA: Focused on clinical recording and documentation.
Remove Organisation: Permanently delete the organisation account (Super Admin only).
