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Overview

Shared accounts allow users on Stenoa to facilitate urgent care coordination from a shared device (e.g. tablet or desktop computer). Any user action on a case (e.g. case creation, acceptance, etc.) will require end-user identification on the Shared account.

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Creating a new shared account

To create a new Shared account:
  1. Go to Workspace settings > Organization > Shared Accounts.
  2. Click on Create shared account in the upper right corner.
  3. Enter the Shared account’s affiliation, role, display name, email address, and password.
  4. Click on Create.

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Managing an existing shared account

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General settings

The following general Shared account settings can be configured:
  • Display name: Define how the Shared account’s name will be displayed to users in the app.
  • Affiliation: Define the Service, Division, or Department which owns this Shared account.
  • Role: Define the Shared account’s clinical role, and the associated actions it can perform.
  • Email address: Define the email address that will be used to login to your Shared account and receive email notifications.
An email authentication step is required to activate or modify the email address associated with a Shared account. We recommend creating and using a dedicated email address for each Shared account in Stenoa (e.g. [email protected]).

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On-call policy

This section allows you to view all Flows with which your Shared account is affiliated, as well as the associated coverage periods. To edit coverage periods:
  1. Click on View besides the desired Flow.
  2. Scroll down to the Flow’s escalation policy.
  3. Click on the three dots besides your Shared account in the escalation policy.
  4. Click on Edit coverage.
  5. Define the coverage period(s) for which you wish your Shared account to be on-call for. Selecting business days will set your Shared account on-call for all days that are not weekends or statutory holidays (as defined in your Network settings), from the Start to End times defined in the coverage period.
Only Flow admins can make modifications to your Shared account’s coverage periods.

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Shared account admins

Shared account admins can view and modify the Shared account settings. To add an admin:
  1. Go to Workspace settings > Organization > Shared Accounts.
  2. Click on the desired Shared account.
  3. Scroll to Administrators.
  4. Click Add administrator.
  5. Search and select the desired user(s).
  6. Click Confirm.
  7. The new Shared account admin will receive an email notification confirming that they have been added as a Shared account admin.
To remove a Shared account admin:
  1. Click on the three dots besides the Shared account admin’s name.
  2. Click Remove.

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Deleting a shared account

To delete a List:
  1. Go to Workspace settings > Organization > Shared Accounts.
  2. Click on the desired Shared account.
  3. Scroll to the bottom of your Shared account settings, and click Delete.
  4. Type the full name of the Shared account and click Delete to confirm the intended action.
Once a Shared account is deleted, this action cannot be undone. Deleting an active Shared account will interrupt care coordination on Stenoa. Make sure this action is intended and that all workspaces members are duly notified prior to proceeding.