EHR setup guide

What Aurora needs

Aurora needs three values from your EHR system: the practice URL, a username, and a password. Create a user for Aurora rather than sharing a personal login. A separate user keeps your own account safe, and your EHR audit log then shows exactly which reads belong to Aurora.

• One user for AuroraGive the user a name your staff will recognize in the user list, such as aurora.reports.
• Aurora reads, it never writesAurora runs reports and reads the figures they return. It never creates, edits, or deletes anything in your EHR system. In ModMed the permissions below deliberately leave Clinical Analytics off: Aurora needs your financial data, not your clinical data.

ModMed

You need the practice's FirmAdmin user to do this. Sign in as FirmAdmin and open the separate admin user area.

These steps follow the current ModMed screens. If a name below does not match what you see, your practice is on a different release: ask your ModMed administrator for the equivalent control rather than guessing.

1. 1

   In the Licensing box, find the Staff User row and click Create. It is highlighted in blue.

2. 2

   Fill out all of the fields, then click Save at the top.

   • Last Name
   • First Name
   • DOB
   • Username
   • Password — check the box to reset the password on next login
   • Primary Facility — your main office location
   • Role — Biller
   • Specialties — Podiatry
   • Email
   • Mobile Phone Number
3. 3

   Click the User Permissions tab and search for the user you just created.

4. 4

   In the Analytics permissions tab, click Edit on the far right. Mark all of the bubbles for All Data except Clinical Analytics. Click Save.

5. 5

   Click the Patient Financials tab and make sure all of the boxes are checked. Click Save.

6. 6

   Click the Firm Financials tab and make sure all of the boxes are checked. Click Save.

7. 7

   If a ModMed Pay tab is listed, click it and make sure all of the boxes are checked. Click Save.

8. 8

   The user will not have access to Financial Reports right away. It usually takes 24 to 48 hours.

NextGen

Sign in to NextGen with an account that can manage users.

These steps follow the current NextGen screens. If a name below does not match what you see, your practice is on a different release: ask your NextGen administrator for the equivalent control rather than guessing.

1. 1

   Click the Admin tab.

2. 2

   Click User Maintenance under Practice and Users.

3. 3

   Click Add a New User. Select All Providers in the Associated Provider(s) box, then fill out the fields.

   • Last Name
   • First Name
   • Email
   • Phone
   • User ID
   • Password
4. 4

   Select all of the locations. Hold Shift to select the whole list, then click Add to move them to the right-hand box.

5. 5

   Check Administrative Rights in the Permissions field. Bubble in None for the Pharmacy Role field.

6. 6

   Check Back Office in the Reporting Role field.

7. 7

   If providers are listed in the Direct Message field, check Allow Direct Messaging on Behalf of:, select all of the providers, then click Add to move them to the right.

8. 8

   Bubble in Practice Management Dashboard as the Default Service, which is the landing page. Click Submit.

Using another EHR system

Aurora supports ModMed and NextGen today, so we cannot create your account for another EHR system yet.

Email us the name of the system you use and we will tell you when Aurora adds it. Your invite code stays valid until then.