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TER New User Setup Instructions for Medical Certifiers

This guide outlines the step-by-step instructions for new users setting up their accounts in the TER system for medical certifiers. After logging in, navigate to 'User Security' under 'Utilities'. Select 'New User', assign a User ID, and set a password, ensuring you choose 'Not an Administrator'. Enter the necessary information and configure medical locations and process groups accordingly. For any questions, please contact help-ter@dshs.state.tx.us. Follow these instructions carefully to ensure a smooth setup process.

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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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