This tab provides an overview of the different statuses of all the staff. By clicking on each task, you can access additional information.  

Vacation(s) Pending Approval 

It provides a list of all the time off requests that have been submitted. You can approve or reject the requests by clicking on the three dots in the action column.

Missing Credentials

It highlights all the staff who lack credentials. They would need to upload their credentials to bill the sessions that they have rendered.

Expired Credentials in 30 Days 

It highlights all the staff whose current credentials are expired and prompts them to upload new ones. Moreover, you have the option to filter them based on different time intervals such as 60 days, 90 days, and 120 days. 

Provider Signature Missing in Session

It provides a comprehensive list of any staff/provider that has not uploaded a signature for specific sessions.

You can download all these reports for further review by clicking on this icon ()  that is on the right side of the screen.

In the tutorial below one of our experts will show you how to use the staff table from dashboard view.