Adding a New Med to Your Formulary

• Related Articles

• Adding Users in Cloud Portal

  Users can be added from your computer in the MedServe cloud portal. Admins can set up emails, permission levels, and pin codes.

• Optional Counts

  Administrators can adjust daily counts to be optional or required for any medication within their formulary. Here is how you can make customize those requirements in the cloud portal.

• Resetting your own Password: Logged into the portal

  Navigate to “My Account” from the menu bar at the top of the portal Click “My Account” Under “Account Info” click the green “Change Password” button This will promote a popup labeled “Change Password” Enter in your old password in the “Old Password” ...

• Force Changing a User’s Password

  Navigate to Navigate to “Administration” from the menu bar at the top of the portal Click “User Administration” Click on the username of the user whose password you would like to change Click the red force change button on the sidebar menu Type in a ...

• Managing Patient Fields

  If you are looking to record more or less information about your patients on the MedServe cabinet, here is a short tutorial about how administrators can easily add or remove patient fields via the cloud administrative portal.