Staff Module

All clinical personnel contact information and credentials are kept.

Staff Tab Overview
This tab provides a full list of staffs and employees in the practice. Video Walkthrough For a live demonstration on Staff Tab Overview, watch the be...
Thu, 19 Feb, 2026 at 8:17 PM
Adding New Staff
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 ...
Thu, 19 Feb, 2026 at 8:25 PM
Staff Contact Details
This article explains how to add and manage provider contact information in the Staff Bio module.   Navigate to the Staff module (left).  Under the...
Thu, 19 Feb, 2026 at 8:38 PM
Staff Credentials
Video Walkthrough For a live demonstration on Staff Credentials, watch the below video: This tab contains information about the qualification and clea...
Thu, 19 Feb, 2026 at 9:00 PM
Department Supervisor(S)
This article explains how you can create supervisors. Assign Staff as Supervisor Navigate to the Staff tab from the left navigation bar. Click on S...
Thu, 19 Feb, 2026 at 8:59 PM
Payroll Setup
This article shows how to create and manage new payroll setup for provider/ staff in TherapyPM.  Video Walkthrough For a live demonstration on Staff  P...
Fri, 20 Feb, 2026 at 1:19 PM
Other Setup
This section of the Staff Bio module includes options for configuring additional settings related to the provider's taxonomy type. Manage Staff O...
Fri, 20 Feb, 2026 at 4:54 PM
Leave Tracking
This section allows you to add and track provider time off and days off. Video Walkthrough For a live demonstration on Staff Leave Tracking, watch ...
Fri, 20 Feb, 2026 at 2:27 PM
Insurance Exclusion(s)
This article explains how to exclude insurance(s) for a provider. How to Exclude Insurance(s)? Navigate to the Staff module (left). Select your p...
Fri, 20 Feb, 2026 at 2:36 PM
Service Exclusion(s)
This article explains how to exclude an authorization service for a provider, preventing them from selecting the service when scheduling an appointment. ...
Fri, 20 Feb, 2026 at 2:39 PM