With thousands of Accuro users across Canada, some questions are bound to come up again and again. After tallying the numbers, here are the ones we’re asked most often: How do I add new users? How do I publish and edit forms? and How do I add provider signatures?
We’re sharing the answers below.
How do I add a new user in Accuro?
Today, you can only add Non-Provider users through the Accuro Admin Centre, but the ability to add Provider users is coming soon. Here the steps for adding Non-Providers:
- On the Users page, click ‘Add User’
- Enter the Profile Information for the new user and choose a user name
- Select your billing information from the drop-down list
- Grant the new user permissions in Accuro
- Review the Summary Page, accept the Terms of Service, and submit
You can find the full instructions below.
How do I publish and edit my own forms in Accuro?
To publish forms:
- Open the Accuro start menu and select ‘Tools’ > ‘Form Editor’
- Click ‘Tools’, then ‘Publish/Download’
- Open the ‘Publish Forms’ tab and enter your Publishing Username and Password
- Select your Form Category and appropriate Specialty
- Enter a Form Name, Description, and relevant Keywords
- Click ‘Publish’, then ‘Close’
Your new form will now appear in the Published Forms list.
You can find the full instructions below.
To edit forms:
- Open the Accuro start menu and select ‘Tools’ > ‘Form Editor’
- Select a Form Category from the drop-down list, then double-click the form to be edited (this will open Form Editor)
- Use the form editing tools in the top right corner of Form Editor to make changes
- To change or assign a form category, choose from the ‘Category’ drop-down list
You can find the full instructions below.
How do I add a provider signature to forms in Accuro?
Before you can add a signature to a form, the provider must set their signature in Provider Management:
- Press F2 or open the Accuro start menu, then select ‘Tools’ > ‘Configure Providers’
- Click ‘Set Signature’ and sign your name using a mouse or tablet
- Check the box marked ‘Auto-insert saved signature in prescriptions’
- Click ‘Save’, then ‘OK’
To add this signature to a form:
- Drag and drop the ‘Signature v1.0’ component onto your form
- Right-click the component, then select ‘Edit’
- Adjust the width, height, and alignment as desired
- Click ‘Save’, then ‘OK’
You can find the full instructions below.