Adding Staff Other Details

1. Access the Staff Section

1. 1. Go to the > Staff section in the left panel.

2. Select the Staff Member

1. 1. Choose the staff member for whom you would like to add or edit other information.

3. Ensure You Are on the General Tab

1. 1. Make sure that you are on the General tab. If not, click on the General tab at the top of the page.

4. Add Other Details

1. 1. Navigate to the box in the middle of the page labeled Other Details.
   2. Click on the + Add Other Details button in the middle of the box.
   3. The Add Other Details pop-up window will appear.

5. Fill in Other Information Fields

1. 1. Select or fill in the fields as needed:
      1. Driver's License
         1. License Name
         2. Issuing State
         3. Expiration Date
      2. NPI Number: National Provider Identifier needed for claims and billing purposes.
      3. Residency Status
      4. SSN Number: Social Security Number.
      5. Gender
      6. Date of Birth
      7. Languages Spoken
      8. DOJ ( Department of Justice background check ): Select the checkbox and add the date. This date is needed to create appointments for this staff member.
      9. TB (Tuberculosis Test): Select the checkbox and add the Start Date and Expiration Date. These dates are required to ensure the staff member meets health regulations for appointments.