STAFF SETUP (ThearpyPM)

 

Below are the steps to set up your staff members and technicians in TherapyPM.

Once the clients are created on the TherapyPM side, they will automatically sync and populate in Motivity 


Add/Create Staff 

 

1. Navigate to the staff tab in the left navigation bar.


2. Access and Click "Add Staff / Provider" in the top right in the "Staff" module to create a provider or a staff member.

4. Enter the provider/ staff information.

5. After entering all the required details, click the Save button. The staff member will be successfully added to your practice.

 

With this step completed, the staff members are fully set up and ready to be synced to Motivity  

  

STAFF SETUP (Motivity)

 

You can sync staff members in Motivity in three ways to link profiles between Motivity and TherapyPM:

  1. Linking Members.
  2. Link profiles that already exist in both Motivity and TherapyPM.
  3. Link profiles that exist in TherapyPM but are not currently available in Motivity.

Linking Members 

  1. Navigate to Orgs → Settings → Integration → Therapy PMS in Motivity
  2. Select Members
  3. You’ll be able to see which staff members are linked and which are not
  4. Click on Not Linked
    • This will display a list of all staff members who were not automatically linked
    • This list will include your Motivity CSC, which does not need to be linked to TherapyPM

Link profiles that are both in Motivity and Therapy PMS: 

  1. Go to your organization in Motivity
  2. Click on settings
  3. Click on "Integrations"
  4. Select "Therapy PMS"
  5. Select "Members"
  6. Select "Not Linked Motivity"
  7. Click on the member's name
  8. They may have a button with their first and last name displayed
  9. This indicates that Motivity has located the matching profile in Therapy PMS
  10. Click the name button
  11. The member is now linked

 

 

Link profiles that are in Therapy PMS, but not in Motivity: 

  1. Go to your organization in Motivity
  2. Click on settings
  3. Click on "Integrations"
  4. Select "Therapy PMS"
  5. Select "Members"
  6. Select "Not Linked Therapy PMS"
  7. Click on the member's name
  8. Click + by their name to add their profile to Motivity
  9. A profile is created for the Member and an email is sent to indicated email address inviting them to join Motivity
  10. Note in order for the user to be able to navigate around Motivity you must also assign them a role.