Any member of staff that is not a Provider must be added in the system as a Staff Member.
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Go to Location Management > Staff tab
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Operations menu > New Record
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Fill in the details of the Staff member. The following details are required for accurate record-keeping, reporting and claiming
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Title
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Surname
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First Name
- Position
- Provider Assistant (if applicable)
- Common: Applicable if staff works in multi-location practices
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For easy reference in drop lists throughout the system, change the Code to the staff's initials.
After creating the new staff member, Set a Password
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