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How to Add Location Admin in DocVilla EHR

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How to Add Location Admin in DocVilla EHR

Follow the steps below to add a Location Administrator in DocVilla EHR:

 

Step 1: Switch to Site Admin Role

  1. From the dashboard, click on the Prescriber tab.

  2. Click Change Role.

  3. Select Site Admin.

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Step 2: Go to Locations

  1. Click on the Locations tab.

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Option 1: Add an Existing Staff Member as Location Admin

Use this option if the staff member already exists in the system.

  1. Click Add Existing next to Location Administrators.

  2. Type the first name and last name of the staff member.

  3. Search and select the staff member from the list.

  4. Click Add Admin.

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Option 2: Add a New Staff Member as Location Admin

Use this option if the staff member is not already in the system.

  1. Click Add New next to Location Administrators.

  2. Fill in the required details:

    • First Name, Middle Name, and Last Name

    • Email Address

    • Phone Number

    • Credentials/Title (e.g., Office Manager, Front Office)

    • Password and Confirm Password

  3. Click Add Admin to save.

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Important Note

  • If the staff member already exists in the system, you will see an error message stating: “This email already exists.”

  • In that case, please use the Add Existing option instead of Add New.

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This completes the process of assigning a Location Administrator in DocVilla EHR.

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