-Add a New Staff Member

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Any member of staff that is not a Provider must be added in the system as a Staff Member. 

  1. Go to Location Management > Staff tab

  2. Operations menu > New Record

  3. Fill in the details of the Staff member. The following details are required for accurate record-keeping, reporting and claiming

    1. Title

    2. Surname

    3. First Name

    4. Position 
    5. Provider Assistant (if applicable)
    6. Common: Applicable if staff works in multi-location practices 

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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