--- title: User Tracks | Opus Academy description: Choose your learning track based on your type of user and what's important to you. --- [Skip to content](https://www.opusehr.com/academy/user-tracks#main-content) English Show submenu for translations [Sign in](https://www.opusehr.com/_hcms/mem/login?redirect_url=https%3A%2F%2Fwww.opusehr.com%2Facademy%2Fuser-tracks) ![](https://www.opusehr.com/hs-fs/hubfs/OPUS%20logo.png?width=100&height=75&name=OPUS%20logo.png) - [Default HubSpot Blog](https://www.opusehr.com/blog) Open main navigation Close main navigation - [Default HubSpot Blog](https://www.opusehr.com/blog) - English Show submenu for translations - [Sign in](https://www.opusehr.com/_hcms/mem/login?redirect_url=https%3A%2F%2Fwww.opusehr.com%2Facademy%2Fuser-tracks) - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [Opus Academy](https://www.opusehr.com/academy) 2. [ User Tracks ](https://www.opusehr.com/academy/user-tracks) # User Tracks Choose your learning track based on your type of user and what's important to you. ## Therapists - [How to Assign a Diagnosis Code to a Patient](https://www.opusehr.com/academy/how-to-assign-a-dx-code-to-a-patient) - [How to Utilize Outcome Measurement Tools](https://www.opusehr.com/academy/how-to-utilize-outcome-measurement-tools) ## Getting to Know Opus - [I’m not getting my Opus login verification code](https://www.opusehr.com/academy/im-not-getting-my-opus-login-verification-code) - [How to Add a New Patient](https://www.opusehr.com/academy/how-to-add-a-new-patient) - [How to Add Patient Insurance](https://www.opusehr.com/academy/how-to-add-patient-insurance) - [How to Change a Patient's Status](https://www.opusehr.com/academy/how-to-change-patient-status) - [How to Add Patient Allergies](https://www.opusehr.com/academy/how-to-add-patient-allergies) - [How to Add Patient Contacts](https://www.opusehr.com/academy/how-to-add-patient-contacts) - [How to Delete a Patient](https://www.opusehr.com/academy/how-to-delete-a-patient) - [How to Add an "Alert" for a Patient](https://www.opusehr.com/academy/how-to-add-an-alert-for-a-patient) - [How To Assign A "Badge"](https://www.opusehr.com/academy/how-to-assign-a-badge) - [How to Send Existing Documentation to a Patient's Portal or Relevant Contact Portal](https://www.opusehr.com/academy/how-to-send-existing-documentation-to-a-patients-portal-or-relevant-contact-portal) - [How to Manage Already Shared Documentation with a Specific Portal Account](https://www.opusehr.com/academy/how-to-manage-already-shared-documentation-with-a-specific-portal-account) - [Assigning a Level of Care to a Day via Patient Calendar](https://www.opusehr.com/academy/assigning-a-level-of-care-to-a-day-via-patient-calendar) - [Placing a Client in a Scheduled Group Session](https://www.opusehr.com/academy/placing-a-client-in-a-scheduled-group-session) - [Viewing a Document via the Patient Calendar](https://www.opusehr.com/academy/viewing-a-document-via-patient-calendar) - [Auto Filling Approved Days via Patient Calendar](https://www.opusehr.com/academy/auto-filling-approved-days-via-patient-calendar) - [How to Sort Columns on the Document Archive](https://www.opusehr.com/academy/how-to-sort-columns-on-the-document-archive) - [How to Create Documentation from the Document Archive](https://www.opusehr.com/academy/how-to-create-documentation-from-the-document-archive) - [How to Find Documentation with an Effective Date in a Certain Time Frame](https://www.opusehr.com/academy/how-to-find-documentation-with-an-effective-date-in-a-certain-time-frame) - [How to Review/Co-sign Multiple Documents at once](https://www.opusehr.com/academy/how-to-review/-co-sign-multiple-documents-at-once) - [How to Share Documentation with the Patient](https://www.opusehr.com/academy/how-to-share-documentation-with-the-patient) - [How to Tag Other Users on Documentation](https://www.opusehr.com/academy/how-to-tag-other-users-on-documentation) - [How to Export a Document Report](https://www.opusehr.com/academy/how-to-export-documentation-information) - [How To Unlock A Completed Document](https://www.opusehr.com/academy/how-to-unlock-a-completed-document) - [Group Creation And Group Notes Completion From The Group Screen](https://www.opusehr.com/academy/group-creation-and-group-notes-completion-from-the-group-screen) - [How to Place a Client in a Group from the Patient Calendar](https://www.opusehr.com/academy/how-to-place-a-client-in-a-group-from-the-patient-calendar) - [How to Mark Attendance from the Schedule Screen](https://www.opusehr.com/academy/how-to-mark-attendance-from-the-schedule-screen) - [How to Mark Attendance from the Groups Module](https://www.opusehr.com/academy/how-to-mark-attendance-from-the-groups-module) - [How to Create/Edit Group Notes from the Groups Screen](https://www.opusehr.com/academy/how-to-create/-edit-group-notes-from-the-groups-screen) - [How to Create/Edit Group Notes from the Schedule Screen](https://www.opusehr.com/academy/how-to-create/-edit-group-notes-from-the-schedule-screen) - [How to Add/Remove a Patient from an Existing Group in the Groups Screen](https://www.opusehr.com/academy/how-to-add/-remove-a-patient-from-an-existing-group-in-the-groups-screen) - [How to Add/Remove a Patient from an Existing Group in the Schedule Screen](https://www.opusehr.com/academy/how-to-add/-remove-a-patient-from-an-existing-group-in-the-schedule-screen) - [How to Set an Appointment as Recurring](https://www.opusehr.com/academy/how-to-set-an-appointment-as-recurring) - [How to Mark Patient Appointment Attendance](https://www.opusehr.com/academy/how-to-mark-patient-appointment-attendance) - [How to Change the Date and Time of a Scheduled Appointment](https://www.opusehr.com/academy/how-to-change-the-date-and-time-of-a-scheduled-appt-adjusting-date-and-time-manually-/-dragging-on-the-calendar) - [How to Access Documents Linked to a Service that has been provided in an Appointment](https://www.opusehr.com/academy/how-to-access-documents-linked-to-a-service-that-has-been-provided-in-an-appointment) - [How to Grant a Patient, or Contact, Access to the Patient Portal](https://www.opusehr.com/academy/how-to-grant-a-patient-or-contact-access-to-the-patient-portal) - [How to Access and Complete Forms in the Patient Portal](https://www.opusehr.com/academy/how-to-access-and-complete-forms-in-the-patient-portal) - [How to Share (to a patient or contact) Previous and Upcoming Appointments](https://www.opusehr.com/academy/how-to-share-to-a-patient-or-contact-previous-and-upcoming-appointment) - [How to Upload a Photo to a User's Profile](https://www.opusehr.com/academy/user-settings-how-to-upload-a-photo-to-a-users-profile) - [How to Readmit a Patient](https://www.opusehr.com/academy/how-to-readmit-a-patient) - [A Patient's Guide to Completing Documentation Through the Patient Portal](https://www.opusehr.com/academy/patients-guide-to-the-patient-portal) - [How to Download Documentation in Bulk for a Patient](https://www.opusehr.com/academy/how-to-download-documentation-in-bulk-for-a-patient) - [How to Add a Credit Card to the Patient Portal](https://www.opusehr.com/academy/how-to-add-a-credit-card-to-the-patient-portal) See less ▼ ## Administrative Staff - [How to change location on Opus EHR for Users and Patients](https://www.opusehr.com/academy/how-to-change-location-on-opus-ehr-for-users-and-patients) ## Nursing - [Adding Vitals to a Patient's Chart](https://www.opusehr.com/academy/adding-vitals) - [Editing or Deleting Patient Vitals](https://www.opusehr.com/academy/editing-or-deleting-patient-vitals) - [Exporting Vital Signs](https://www.opusehr.com/academy/exporting-vital-signs) - [Adding a Vital Sign via the Settings Screen](https://www.opusehr.com/academy/adding-a-vital-sign-via-setting-screen) - [How to View the Vital Sign Trend Chart](https://www.opusehr.com/academy/how-to-view-the-vital-sign-trend-chart) - [How to Add a New Scheduled Medication](https://www.opusehr.com/academy/how-to-add-a-new-medication) - [How to Add a New PRN Medication](https://www.opusehr.com/academy/how-to-add-a-new-prn-medication) - [How to Update the Status of a Medication in MARS](https://www.opusehr.com/academy/how-to-update-the-status-of-a-medication-in-mars) See less ▼ ## System Admins - [Why can’t I log in to Opus Academy with my EHR account?](https://www.opusehr.com/academy/why-cant-i-log-in-to-opus-academy-with-my-ehr-account) - [How to set and update the default diagnosis and CPT code list?](https://www.opusehr.com/academy/how-to-set-and-update-the-default-diagnosis-and-cpt-code-list) - [Reuse Answer Choices with Collections in Opus Form Builder](https://www.opusehr.com/academy/reuse-answer-choices-with-collections-in-opus-form-builder) - [How to Re-arrange Beds in Settings](https://www.opusehr.com/academy/how-to-re-arrange-beds-in-settings) - [How to Assign a User from the Case Load Screen](https://www.opusehr.com/academy/how-to-assign-a-user-from-the-case-load-screen) - [How to Add a Patient to a Case Role from the Case Load Screen](https://www.opusehr.com/academy/how-to-add-a-patient-to-a-case-role-from-the-case-load-screen) - [How to Remove a Patient from a Case Load on the Case Load Screen](https://www.opusehr.com/academy/how-to-remove-a-patient-from-a-case-role-on-the-case-load-screen) - [How To Navigate The Billing Screen And Submit Charges](https://www.opusehr.com/academy/how-to-navigate-the-billing-screen-and-submit-charges) - [How to Create User Accounts](https://www.opusehr.com/academy/user-settings-how-to-create-user-accounts) - [How to Delete a User's Account](https://www.opusehr.com/academy/user-settings-how-to-delete-a-users-account) - [How to Edit a User Account](https://www.opusehr.com/academy/user-settings-how-to-edit-a-user-account) - [How to Assign a Temporary Password for a User](https://www.opusehr.com/academy/navigating-to-assign-password-in-breeze-stage-test-tenant) - [How to Enable a User's Access to Forms via Roles and Permissions Settings](https://www.opusehr.com/academy/role-permissions-how-to-enable-users-access-to-forms-via-roles-and-permissions-settings) - [How to Add a Provider](https://www.opusehr.com/academy/how-to-add-a-provider) - [How to Add New Group Types](https://www.opusehr.com/academy/how-to-add-new-group-types) - [How to Send a Mass Message to the Patient Portal](https://www.opusehr.com/academy/how-to-send-a-mass-message-to-the-patient-portal) See less ▼ ## In-Depth Guides - [Export Copilot AI notes to Opus EHR](https://www.opusehr.com/academy/export-copilot-ai-notes-to-opus-ehr) - [Sidebar Menu: Home (To-do List)](https://www.opusehr.com/academy/sidebar-menu-home-to-do-list) - [Sidebar Menu: Patients](https://www.opusehr.com/academy/sidebar-menu-patients) - [User Tracks](https://www.opusehr.com/academy/user-tracks#main-content) - [Therapists](https://www.opusehr.com/academy/user-tracks#therapists) - [Getting to Know Opus](https://www.opusehr.com/academy/user-tracks#getting-to-know-opus) - [Administrative Staff](https://www.opusehr.com/academy/user-tracks#administrative-staff) - [Nursing](https://www.opusehr.com/academy/user-tracks#nursing) - [System Admins](https://www.opusehr.com/academy/user-tracks#system-admins) - [In-Depth Guides](https://www.opusehr.com/academy/user-tracks#in-depth-guides) - [Modules](https://www.opusehr.com/academy/modules#main-content) - [Partners](https://www.opusehr.com/academy/modules#partners) - [Pharmacy](https://www.opusehr.com/academy/modules#pharmacy) - 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