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TER New User Setup Instructions for Medical Certifiers

Find step-by-step guidance on setting up a new user account for medical certifiers. Follow the instructions to create a new user ID, assign a password, and configure user settings efficiently. Learn how to manage locations, medical locations, view groups, and processes. Get assistance by sending questions to help-ter@dshs.state.tx.us.

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TER New User Setup Instructions for Medical Certifiers

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  1. “ TER New User Setup Instructions for Medical Certifiers

  2. Under ‘Utilities’, click User Security After successful log-in

  3. Under ‘User’ select New or icon

  4. Click OK You will see this message only when setting up your first user

  5. Assign User ID Save Assign Password Select ‘Not an Administrator’ Enter User Information

  6. Click OK

  7. Click on ‘locations’

  8. Click on ‘Medical Locations’

  9. Save Select location and drag it to ‘Locations’

  10. Click OK

  11. Under ‘Location’ Select View Groups and Processes or icon

  12. Click on groups

  13. Save Select desired process group and drag it to ‘Groups’

  14. Click OK

  15. Exit New user will list after save

  16. For assistance send your questions to: help-ter@dshs.state.tx.us

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