This article explains how you can create/ manage leave types and document types along with provider note access.


  1. Navigate to the Settings tab in the left navigation.
  2. Click the Staff Setup tab and select the Misc. Setting option.
  3. On this page, the user will have the below features related to providers:
    1. Staff Status
    2. Misc. Settings
    3. Leave Types
    4. Document Types
    5. Note Access


How to Create Staff Status

  1. Locate the "Staff Status" option to create and edit custom Staff status.
  2. Click the "Create Staff Status" button and a new screen will appear.
  3. Input the status and click on the "Save" button.
  4. Switch On the toggle to assign the staff to the respective status as active staff.
  5. Switch On and Off the toggle to activate the Show function.
    1. Turn On Toggle - Staff assigned to this status will be available in the All Staff list in the Staff module.
    2. Turn Off Toggle - Staff assigned to this status will be hidden in the software, meaning they will not be available in the All Staff list in the Staff module.
  6. If you want to edit the status click on the pen paper icon, modify the status title, and click on the save button.
  7. If you want to delete the Staff status click on the trash icon.


Misc. Settings

  1. Navigate to the settings tab from the navigation menu on your screen's left side.
  2. Locate the Staff Setup tab and click on the Misc. Settings menu. 
  3. Features:
    1. Only Initials - Turn on the toggle to activate the feature in the calendar view.
    2. Use Nickname - Turn on the toggle to activate the feature in the calendar view.


Leave Type

This feature is used to create leave-type categories which are then used by providers when applying for a leave. 

  1. Sort - Use this option to arrange the leave types.
  2. Active toggle - Turn on this toggle to activate the corresponding leave type.
  3. Create a Leave type - Click this button to create a new leave type.
  4. Edit - Use this option to update the leave type.
  5. Delete - Use this option to remove the corresponding leave type.


Document Type

This feature is used to create a document type category which is used when uploading patient-specific documents in the patient info module.

  1. Sort - Use this option to arrange the leave types.
  2. Active toggle - Turn on this toggle to activate the corresponding leave type.
  3. Create a Leave type - Click this button to create a new leave type.
  4. Edit - Use this option to update the leave type.
  5. Delete - Use this option to remove the corresponding leave type.


Note Access

The note access section consists of options to provide note access to providers of the facility.


  1. Select the access type to view providers in different groups based on the level of access.
    1. All Providers - This group displays all the providers in the facility.
    2. All Supervisors - This group displays the providers marked as supervisors.
    3. Rendering Providers - All the providers are marked as rendering provider.
  2. In this section, use the "x" button beside the provider name to remove the provider from the access list.
  3. Then click the Save button to apply your updates.