HOW TO ACCESS YOUR COMPANY'S EMR-BEAR SYSTEM WEBSITE When a system is first created for an agency, the only user will be the Admin User. The Admin User will be able to log onto the system and...

PROGRAMS/PROGRAM-LOCATIONS PROGRAMS In order to utilize EMR-Bear, it is important to first understand how Programs/Program-Locations work: When an agency organizes its programs and services...

CONFIGURATION PARAMETERS Configuration Parameters is the set of basic information about your organization needed to function properly. This information is used to create letterheads, when and...

AGENCY LOCATIONS Agency Programs must be associated with at least one of the agency's physical locations in order for it to serve clients. EMR-Bear is designed to accommodate multiple locations...

CHANGING YOUR PASSWORD To change your password you must be logged into the system. From the Dashboard > My account > Change My Password. Enter new password and confirm new...

CHANGING A USER'S PASSWORD To change a user password you must be logged in with an Admin or Human resources user roles. From the Dashboard, navigate to Human Resources> users. ...

Credit Card Setup EMR-Bear can now take credit cards within the system using Stripe. To set up stripe, go to stripe.com/register If you already have a stripe account, log into your...

AUTOMATED REMINDER CALLS AND/OR TEXT MESSAGES. EMR-Bear can send automated reminder calls or text messages called triggers. Only Admin Users can configure reminders. To set up reminders, go to...

TO ASSIGN A NEW CLIENT TO A PROGRAM First, you must create a new client in the system: How to create a new client The previous step has left us in the client area on the Demo tab...

TO ADD TWO FACTOR AUTHENTICATION (2FA) Go to your dashboard > admin box > Config Parameters Scroll down to Force all users to enable 2 factor authentication. Change this setting to...

Setting up Google Authenticator for 2FA using your browser To add Google Authenticator to your browser, go...

TO ADD A PASSWORD EXPIRATION Go to your dashboard > admin box > Config Parameters Scroll down to "System will expire passwords after so many days, 0 for no expiration", put in how often...