Step 1: Ask the auditor for an email address they would like to use for their login. Please note: If they have surveyed another hospice that uses Hospice Tools as their EMR, they will need to provide a different email address.
Step 2: You will need edocs User Manager & Auditor Manager (located under System Access in user management) to create the auditor account, and to assign the patients & documentation they have requested to review.
Step 3: Proceed to create an account for the auditor in User Management. A system email will be sent from notifications-noreply@hospicetools.com with a temporary password.
Help Guide: Auditor Management