Staff

• Downloading a CSV of the Staff

  1. Access the Staff Section Go to the > Staff section in the left pane. 2. Locate the Download CSV Button Once in the Staff section, navigate to the top right of the page. 3. Download the CSV ...

• Adding Staff Members

  1. Access the Staff Section Go to the > Staff section in the left pane. 2. Add a New Staff Member Click on the blue + Add Staff Member button at the top right of the page. 3. Fill in the General I ...

• Adding/Editing Staff General Information

  1. Access the Staff Section Go to the > Staff section in the left panel. 2. Select the Staff Member Choose the staff member for whom you would like to add or&nb ...

• Adding Staff Other Details

  1. Access the Staff Section Go to the > Staff section in the left panel. 2. Select the Staff Member Choose the staff member for whom you would like to add or&nb ...

• Adding Staff Member’s Current and Past Employment

  1. Access the Staff Section Go to the > Staff section in the left panel. 2. Select the Staff Member Choose the staff member for whom you would like to add emplo ...

• Viewing Staff Member’s Current Employment

  1. Access the Staff Section Go to the > Staff section in the left panel. 2. Select the Staff Member Choose the staff member for whom you would like to view curr ...

• Viewing Staff Member’s Past Employment

  1. Access the Staff Section Go to the > Staff section in the left panel. 2. Select the Staff Member Choose the staff member for whom you would like to view past ...

• Editing Staff Member’s Past Employment

  1. Access the Staff Section Go to the > Staff section in the left panel. 2. Select the Staff Member Choose the staff member whose past employment you want to edit. 3. Ensure You Are on the General Ta ...

• Deleting Staff Member’s Past Employment

  1. Access the Staff Section Go to the > Staff section in the left panel. 2. Select the Staff Member Choose the staff member whose past employment you want to delete. 3. Ensure You Are on the General Tab ...

• Activating/Inactivating a Staff Member

  1. Access the Staff Section Go to the > Staff section in the left panel. 2. Select the Staff Member Choose the staff member you want to activate, inactivate, or change the status of. 3. Locate the Status ...

• Adding Staff Paycodes

  1. Access the Staff Section Go to the > Staff section in the left panel. 2. Select the Staff Member Choose the staff member to whom you would like to add paycod ...

• Adding Staff Timesheets (from Paycode)

  1. Access the Staff Section Go to the > Staff section in the left panel. 2. Select the Staff Member Choose the staff member for whom you would like to add times ...

• Adding Staff Timesheets (Fixed Pay)

  1. Access the Staff Section Go to the > Staff section in the left panel. 2. Select the Staff Member Choose the staff member for whom you would like to add times ...

• Editing Staff Timesheets (for Fixed and Paycode-Based Timesheets)

  1. Access the Staff Section Go to the > Staff section in the left panel. 2. Select the Staff Member Choose the staff member whose timesheets you want to edit. ...

• Adding Staff Credentials

  1. Access the Staff Section Go to the >Staff section in the left pane. 2. Select the Staff Member Choose the staff member for whom you would like to add credentials. ...

• Editing Staff Credentials

  1. Access the Staff Section Go to the > Staff section in the left panel. 2. Select the Staff Member Choose the staff member whose credentials you want to edit. ...

• Viewing Staff Credentials

  1. Access the Staff Section Go to the > Staff section in the left panel. 2. Select the Staff Member Choose the staff member whose credentials you want to view. ...

• Deleting Staff Credentials

  1. Access the Staff Section Go to the > Staff section in the left panel. 2. Select the Staff Member Choose the staff member whose credentials you want to delete. ...

• Setting Staff Availability

  1. Access the Staff Section Go to the > Staff section in the left panel. 2. Select the Staff Member Choose the staff member for whom you want to set availability. ...

• Adding Staff Access

  1. Access the Staff Section Go to the > Staff section in the left panel. 2. Select the Staff Member Choose the staff member for whom you would like to add acces ...

• Deleting Staff Access

  1. Access the Staff Section Go to the > Staff section in the left panel. 2. Select the Staff Member Choose the staff member whose access you want to delete. 3. ...

• Adding Staff Services

  1. Access the Staff Section Go to the > Staff section in the left panel. 2. Select the Staff Member Choose the staff member for whom you would like to add servi ...

• Deleting Staff Services

  1. Access the Staff Section Go to the > Staff section in the left panel. 2. Select the Staff Member Choose the staff member whose services you want to delete. ...

• Adding Staff Notes

  1. Access the Staff Section Go to the > Staff section in the left panel. 2. Select the Staff Member Choose the staff member for whom you would like to add notes ...

• Editing Staff Notes

  1. Access the Staff Section Go to the > Staff section in the left panel. 2. Select the Staff Member Choose the staff member whose notes you want to edit. 3. Na ...

• Deleting Staff Notes

  1. Access the Staff Section Go to the >Staff section in the left pane. 2. Select the Staff Member Choose the staff member whose notes you want to delete. 3. Navigate to the Notes Tab Click on the&n ...

• Viewing Staff Profile Change History

  1. Access the Staff Section Go to the > Staff section in the left panel. 2. Select the Staff Member Choose the staff member for whom you would like to view the& ...

• Adding Staff Files

  1. Access the Staff Section Go to the > Staff section in the left panel. 2. Select the Staff Member Choose the staff member for whom you would like to upload fi ...

• Deleting Staff Files

  1. Access the Staff Section Go to the > Staff section in the left panel. 2. Select the Staff Member Choose the staff member whose files you want to delete. 3. ...

• Adding Staff Signature

  Staff members can upload or draw a digital signature that will be automatically used in appointments and generated reports when a provider signature is required. 1. Access the Staff Section Go to the > Staff section in the left panel. ...