Learning Central

What Accuro Users Want to Know

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:

  1. On the Users page, click ‘Add User’
  2. Enter the Profile Information for the new user and choose a user name
  3. Select your billing information from the drop-down list
  4. Grant the new user permissions in Accuro
  5. 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:

  1. Open the Accuro start menu and select ‘Tools’ > ‘Form Editor’
  2. Click ‘Tools’, then ‘Publish/Download’
  3. Open the ‘Publish Forms’ tab and enter your Publishing Username and Password
  4. Select your Form Category and appropriate Specialty
  5. Enter a Form Name, Description, and relevant Keywords
  6. 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:

  1. Open the Accuro start menu and select ‘Tools’ > ‘Form Editor’
  2. Select a Form Category from the drop-down list, then double-click the form to be edited (this will open Form Editor)
  3. Use the form editing tools in the top right corner of Form Editor to make changes
  4. 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:

  1. Press F2 or open the Accuro start menu, then select ‘Tools’ > ‘Configure Providers’
  2. Click ‘Set Signature’ and sign your name using a mouse or tablet
  3. Check the box marked ‘Auto-insert saved signature in prescriptions’
  4. Click ‘Save’, then ‘OK’

To add this signature to a form:

  1. Drag and drop the ‘Signature v1.0’ component onto your form
  2. Right-click the component, then select ‘Edit’
  3. Adjust the width, height, and alignment as desired
  4. Click ‘Save’, then ‘OK’

You can find the full instructions below.