Purpose of this Video
This video walks administrative staff and clinic managers through the Team Management features in Canvas EHR. It explains how to create and manage user accounts, assign roles, and configure permissions to ensure that every team member has the right level of access for their job responsibilities. Proper team management improves workflow efficiency, accountability, and data security across your practice.
What You’ll Learn
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How to navigate to the Team Management or User Settings area in Canvas EHR
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Adding new team members and setting up user profiles
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Assigning roles (e.g., Nurse Practitioner, Medical Assistant, Administrator) and defining access levels
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Editing or deactivating existing accounts when team members change roles or leave
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Setting permissions for charting, messaging, scheduling, and billing functions
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Best practices for maintaining security and ensuring proper audit trails
Key Takeaways
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Proper team management ensures that every user in Canvas EHR has appropriate access and accountability.
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Role-based permissions protect patient data and streamline daily workflows.
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Keeping your user list up-to-date supports security compliance and smooth handoffs between staff.
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Clearly defined roles prevent confusion and reduce the risk of errors or duplicate work.
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Regular audits of user access help maintain data integrity and meet HIPAA and organizational standards.