Skip to main content

User Management

Managing your healthcare team involves approving nurse applications, overseeing user accounts, and controlling access to patient records.

Nurse Registration and Approval​

How Nurses Join​

  1. 📝 Nurse Registration: Nurses create accounts through the signup process
  2. ⏳ Pending Status: Applications automatically enter "Pending" status
  3. 👨‍💼 Admin Review: You review and approve/reject applications
  4. ✅ Account Activation: Approved nurses gain immediate access

Accessing Pending Applications​

Dashboard Home - Quick Actions​

  • 📋 Pending Nurses Card: See applications needing review
  • ⚡ Quick Approve/Reject: Handle applications directly from dashboard

Nurses Section - Full Management​

  • 🔗 Navigate to Nurses in sidebar
  • 🔍 View all users with search and filtering options
  • 👁️ Access detailed profiles for each team member

Approval Actions​

Approve Nurse​

  • ⚡ Nurse gains immediate platform access
  • 💰 Adds one seat to your subscription (prorated billing)
  • 📊 Status changes from "Pending" to "Accepted"

Reject Nurse​

  • 🚫 Nurse cannot access the platform
  • 💰 No billing impact
  • 📊 Status changes to "Rejected"
Billing Impact

💰 Approving a nurse immediately adds a seat to your subscription with prorated billing for mid-cycle additions.

User Management Interface​

Search and Filtering​

  • 👤 Name Search: Find users by full name
  • 📊 Status Filter: Accepted, Rejected, or All
  • 🏷️ Role Filter: Admin, Nurse, or All
  • 💰 Active Status: Filter by billing status

User Information Display​

Each user shows:

  • 🖼️ Profile with initials avatar
  • 👤 Full name and email
  • 🏷️ Role badge (Admin/Nurse)
  • 📊 Status badge (Accepted/Pending/Rejected)
  • 💰 Active/inactive billing indicator

Individual User Profiles​

Access detailed profiles by clicking View on any user:

Account Information​

  • 📊 Status cards showing account and billing status
  • 👤 Personal information (name, username, email)
  • 📅 Account creation date
  • 🔐 Current role and permissions

Management Actions​

For Accepted Nurses:​

  • 🔑 Change Password: Reset user passwords
  • ✏️ Edit Account: Update profile information
  • 📊 Change Status: Move between Accepted/Rejected

For Rejected Nurses:​

  • ✅ Change Status: Re-approve if needed
  • 🗑️ Delete Account: Remove permanently (only when billing inactive)

User Roles​

Admin Role​

  • 🏢 Full platform access to all sections
  • 👥 User management and approval capabilities
  • 👤 Complete patient record access
  • 💰 Billing and subscription control

Nurse Role​

  • 👤 Access only to assigned patients
  • 📝 Create notes for assigned patients only
  • ⚙️ Personal profile management
  • 🚫 Cannot view other nurses or admin functions

Status Changes and Account Management​

Changing Nurse Status​

  1. 🔗 Navigate to user profile in Nurses section
  2. 🔧 Use Change Status option
  3. 📊 Select new status (Accept/Reject)
  4. ⚡ Changes take effect immediately

Account Deletion​

  • ❌ Only available for rejected, billing-inactive nurses
  • ⚠️ Permanently removes the account (cannot be undone)
  • 🧹 Cleans up unused accounts from your organization

Troubleshooting​

Common Issues

🚫 Nurse Cannot Access Platform

  • ✅ Verify status is "Accepted" and billing is "Active"
  • 🔑 Check for password reset needs
  • 🔐 Confirm appropriate role assignment

💰 Billing Discrepancies

  • 📊 Verify approved nurse count matches billing
  • 🔍 Check for inactive accounts still billing
  • 📅 Account for recent mid-cycle changes