Create and Manage Staff Members

This article helps you add and manage Staff Member records for people who work at your facility, both office administrators and providers.

To perform the following procedures, open the Staff Manager.

Add a Staff Member

1. Click [New Staff] on the toolbar.
2. Choose the Staff Member’s Occupation from the drop-down list (list contents are drawn from the Staff Types library in Administration Setup).
3. If the Staff Member is a provider, check the Provider box, otherwise leave the box clear.
   Note: To complete the provider’s set-up, follow the instructions in Create and Manage Providers after adding a Staff Member.
4. Choose the preferred Salutation.
5. Enter the Staff Member’s First Name and Last Name.
6. Enter any additional information for the Staff Member in the remaining fields.
   Notes:
   • The Signature field, represents the way the Staff Member typically signs documents (e.g. Mary Louise, PT).
   • In the Account No. field, enter a reference number used for the Staff Member in your accounting system.
   • Add an Electronic Signature to appear on claim forms and other documents where the Staff Member is selected as a signatory. For instructions on adding electronic signatures, see Add Electronic Signature.
7. Click [Save Staff] on the toolbar.

Search for a Staff Member

In the search box above the list of Staff Members, enter the first few letters of the Staff Member’s last name, then click Search or press Enter.
The list changes to show just those Staff Members who last names begin with those letters.

Notes:

• To search based on the Staff Member’s first name, click the arrow to the right of Search and choose First Name.
• To restore the full list, clear the field and click Search or press Enter again.

Deactivate or Reactivate a Staff Member

Notes:

• A deactivated Staff Member can not be associated with a resource or used as a signatory on documents.
• By default, the list of Staff Members includes just active Staff Members. To view both active and inactive Staff Members, click the View arrow (above list of Staff Members) and choose All.

1. Select a Staff Member’s name in the list on the.
2. Click [Edit Staff] on the toolbar.
3. From the Status drop-down list, choose Active or Inactive.
4. Click [Save Staff] on the toolbar.

Edit a Staff Member

1. Select a Staff Member’s name from the list on the left.
2. Click [Edit Staff] on the toolbar.
3. Make changes to Staff Member details.
4. Click [Save Staff] on the toolbar.

Delete a Staff Member

Note: A Staff Member who is associated with a resource cannot be deleted.

1. Select a Staff Member’s name from the list on the left.
2. Click [Delete Staff] on the toolbar.
3. Click Yes when prompted.