Introduction To Staff Management
Staff Management enables the creation of a staff account as well as the scheduling of its available time slots. Staff scheduling can be done in one or two sessions. A single staff can work in several offices. The staff member’s working hours are scheduled within the office schedule. An appointment cannot be scheduled outside of the staff member’s time slot.
Accessing Staff Management
Click on the Settings from the main menu.
Go to the Practice Management menu and select staff Management tab.
Adding a Staff Member
Click on the +Staff Member button.
Add Salutation, First Name, Last Name, and Suffix as shown below.
Select the Primary Provider and Additional Provider. Primary Provider is required since personnel will report to the primary provider. If more providers require the same staff member's assistance, those providers might be added to additional provider fields.
Enter the Role and Email Address of the staff member. Email address is essential as the activation link for the staff member's account will be sent to the registered email address.
Enter Country, Zip Code, State, City, and Address. The country is set as default to the United States. When the user enters the zip code, the state and city fields will be auto-populated.
Enter the Username and Password, and then confirm the entered password in the Confirm Password field. Username and Password are required for the staff member to log in to their staff account.
Enter Cell Phone, Home Phone, and Office Access. Choose the office the user wants to access.
Prerequisite: In order to choose office access, a particular office should be added to the PureEHR.
If you want that the staff members can take appointments then check the Can Take Appointment? checkbox. If you want that staff member will require a provider at the time of scheduling an appointment, then check on the Provider require at the appointment Scheduling checkbox.
Click on the Click Signature button to enter the signature.
The user can enter the signature using Signature Pad, Type, and Upload as shown below. After entering the signature, click on the Save button. Your signature will be successfully added.
Now click on the Save & Next button. If the user clicks on the Save button, then the user will be redirected directly to the staff listing page.
Scheduling a Staff Member Timings
After Clicking on the Save & Next button, the user will be directed to the Staff Scheduling tab as shown below.
Select the Office from the Office access dropdown as shown below.
When the user clicks the Default Office Scheduling checkbox, the selected offices’ timings will be set as staff members’ timings as shown below.
If the user doesn’t click on the Default Office Scheduling then custom timings according to the requirements can be selected.
After scheduling staff member timing, click on the Save button. Your staff member is successfully created.
Activation Of Staff Account
An activation link will be sent to the registered email address.
Click on the activation link which you received in your registered email.
After clicking on the Activate button, you will be redirected to the activation page and now your account is successfully activated.
Now you can log in with the Username and Password that you have entered while creating a staff account.