This article guides you through the staff portal, explaining how staff can access it and its features.
How to Create and Share a Staff Portal?
To create a staff portal and grant access to your staff, follow these steps:
A. Navigate to the Staff tab (left). Select the desired staff member under the Staff list.
B. Choose "Staff Portal" from the menu on the left.
Password Change Link:
You can share a link with the staff to change their password.
- First, set an expiration date by clicking on the calendar and the "Generate Link" button.
- You can either copy the link and send it to them in a message or you can email it.
(Fig 1)
Patient Portal Access:
a. After saving the necessary features, share the activation e-mail link to access their portal with them via email. The email addresses you provided during staff creation will automatically appear.
b. Click on the "Send Invitation" box to let the staff activate and set up their account.
(Fig 2.1)
If you have shared the invitation but the provider hasn't signed in, you will see these words on the screen.
(Fig 2.2)
If you have shared the invitation and the provider hasn't completed the necessary steps, you will see these words on the screen.
(Fig 2.3)