This article explains how you can create a staff and edit their info. 


Video Walkthrough

For a live demonstration on Adding New Staff, watch the below video:


How To Create A Staff?


Step 1: Access the Staff tab to create a Staff / Provider 

                                                                           

Click "Add Staff / Provider" in the top right in the "Staff" module to create a provider or a staff or an admin in the facility. to get started.    

 

Step 2: Enter the provider/ staff information  

  1. First Name – Enter the first name of the staff/ provider. This is a required field.  
  2. Middle Initial – Enter the middle initial.  
  3. Last Name – Enter the last name of the staff/ provider. This is a required field.  
  4. Nickname – Enter the nickname.  
  5. Staff Birthday - Birthday of staff, entered in mm/dd/yyyy format. This is a required field.  
  6. SSN - Social Security Number of staff/ provider. This is a required field.  
  7. Office Phone - Best phone number staff/ provider can be reached. This is a required field.  
  8. Office Fax - Fax number of staff (if applicable)   
  9. Office Email - Business e-mail of staff member. This is a required field.
  10. Driver's License & Expiration Date - The license number can be added to the empty box to the left--State ID number can also be used if they do not have a Driver's License. Expiration date in the date field to the right, in mm/dd/yyyy format.  
  11. Title - Staff title with the company  
  12. Hiring Date with Company - Date of first employment, in mm/dd/yyyy format  
  13. Credential Type - Select from a dropdown of available Staff Types (configured from facility setup).  
  14. Treatment Type - to be updated  
  15. Individual NPI - Add provider's NPI for billing  
  16. CAQH ID - Add the provider's CAQH ID for billing   
  17. Service Area Zip - Zip code from which proximity to the patient can be calculated  
  18. Termination Date - If disabled, the date on which the staff member was removed from the clinic/practice  
  19. Language(s) - Proficient languages of individual  
  20. Taxonomy Code - Provider's Taxonomy code used for billing  
  21. Background Color - Sets the default color of appointments for the provider in the calendar view.   
  22. Gender - Male or Female  


Manage staff portal & access settings.

Manage Access settings:  

  1. Navigate to the Staff module.
  2. Select the desired staff member using the scroll list or search bar.
  3. Go to Staff Portal > Access Settings (second tab).

 

  

 

  1. Toggle the permissions you wish to allow or deny for the selected provider.
  2. Changes will be applied automatically in the provider’s portal based on their assigned roles and responsibilities.

 

Staff portal initiation:  

  1. Navigate to the Staff module.
  2. Select the desired staff member using the scroll list or search bar.
  3. Go to Staff Portal.

 


4. Share the portal link with your staff via email by clicking on the "Send Invitation" button. The email addresses that you provided during staff creation will automatically appear. You can see the status of their account setup on the screen

                                


5. Alternatively, you can provide them with a link to change their password. Access the staff profile in the admin account and locate the "Staff Portal" tab. Choose an expiration date for the link and click on "Generate Link." You can then share it with them by

copying it and sending it in a message/email or sending it directly to their email. They can reset their password by clicking on the link, and they will then be able to log in.