Administration
      Back to home
      1. Home Providers and Sponsors
      2. KidKare for Home Sponsors
      3. Administration

      Users/Monitors

      Table of Contents

      In This Article

      Add New Staff Users

      All sponsor/back-office staff members should have their own, unique login ID and password with which to access KidKare. This includes your monitors, who may need to log in to KidKare to access reports that can help them plan home visits.

      Each sponsor who uses KidKare is assigned an administrative login ID to use when running KidKare for the first time. This three-digit ID is your KidKare customer number. This login ID is not subject to any user security restrictions. If more than one person (including field staff) will work in KidKare, you should create a user account for each user.

      To add users:

      1. From the menu to the left, click Administration and select Users/Monitors. The User/Monitor Information dialog box opens.

      2. Click .

      3. Click the User Type drop-down menu and choose from the following:

        • General HX User: These users log in and use KidKare, but do not complete home reviews.

        • Monitor: These users are assigned to providers and are associated with reviews.

        • Monitor + General HX User: These users are assigned to providers for reviews and can also use the other features of KidKare.

      4. Click the Name boxes and enter the staff member's first and last name. You can also include their middle initial.

      5. Enter the staff member's contact information in the Address, City, State, Zip Code, Office Phone, Home Phone, and Email boxes. The Email box is the only box that is required.

      6. Click the Login box and enter a login ID for this user. This must be six digits long and will begin with your customer number which will automatically populate as shown below:

      7. Click the Password box and enter a password for this user.  Passwords are case-sensitive.

      8. If you selected General HX User, click Add.  If you selected either of the user types that include Monitors, continue to step 9. 

      9. If you selected Monitor or Monitor + General HX User in Step 3:

        1. Click the Monitor Number box and enter a two-or-three digit number to use as part of the monitor's online review login ID. 

      10. Click Save.

       

      Manage User Security

      Once a user is created, you can use security options to divide responsibility among your staff. There are two types of user security available for your users:

      • Functional Security: This type of security allows you to give users full, read-only, or no access to various functions. For example, you can give some users access to the check-writing features, while other users can only view past paid checks. Functional security allows you to completely customize what users can and cannot access in KidKare.

      • Provider Security: This type of security allows you to assign certain users to a particular set of providers. You assign each provider to a group number and then assign each user to that group number. Users can only see the providers in their own group within any part of the software.

      To enable the security type you wish to use for your business:

      1. From the menu to the left, click Administration and select Sponsor Preferences. The Sponsor Preferences window opens.

      2. Click the Select the Category to Move To drop-down menu and select U. General Behavior.

      3. Check the box next to the security type to use.

      4. Click the Select Setting drop-down menu and select Y or N.

      5. Click Save.

      These settings can only be changed by the Administrator or by a user that has full permissions for Sponsor Preferences. 

       

      Manage User Permissions

      If you use Functional Security, you must assign permissions to each user you create. 

      1. From the menu to the left, click Administration and select Users/Monitors.

      2. Click the name of the user for which to manage permissions. The User Permissions screen open.

      3. In the User Permissions section, review the areas of KidKare available and choose if the selected users Access Level for each permission:

        • Full Access: The user can review and update information in the given area.

        • No Access: The user cannot see any information for the given area.

        • View Access: The user can only view information in the given area.  The user cannot save any changes. This access level gives the user access to any related reports and on-screen functions.

      4. Click Save.

      There is shortcut if you want to select all sure permissions to one access level.  Click the Select All Permissions drop down to quickly set all permissions to the proper Access Level.

       

      Add Monitor Permissions and Access

      You add Monitors in the Users/Monitor Information window. We recommend that you first create accounts for each of your monitors as shown at the top of this page. Once created you can give them the proper permissions as well as assign each monitor to specific providers.

      1. After you create a user account for your monitors, their name will appear on the Users/Monitors screen.
      2. Click on the monitors name and their User Details screen opens.

      3. Click  in the System Access section. The Online Review Permissions dialog box opens.

      4. Check the box next to each item that applies:

        • Online Review Access: Allow this user to enter reviews in KidKare.

        • Online Review Reports: Allow this user to access reports in KidKare.

        • Online Review Configuration: Allow this user to built, manage, and edit questions and answer choices on the review questionnaire. When you select  this option, the user can now configure the review questionnaire at https://reviewadmin.minutemenu.com/Account/LogOn. The user logs in with the same credentials they use to access KidKare.

      5. Click Save.

       

      Assign Monitors to Specific Providers

      You can associate each of your providers with a specific Monitor. Associating providers with Monitors lets you filter and/or sort several reports by Monitor.

      To do so:

      1. From the menu to the left, click Providers and select Provider Information.

      2. Choose the provider to assign monitor to in the drop down.  The Provider Information window opens.

      3. In the Provider Info section on the General tab, click the Monitor drop-down menu and select the Monitor to assign to this provider.

      4. Click Save.

       

      You can also view which Monitors are associated with which providers in the List Providers window.

      1. From the menu to the left, click Providers and select List Providers. The List Providers window opens.

      2. Monitor initials are listed in the Monitor column. If a provider is not currently associated with a monitor, -- (dash dash) displays in this column.