Create new staff members in Admin Settings, by using the plus sign in the top Right hand corner of the Settings > Staff Page.
Once you have clicked the + Sign, you can enter information for the new Staff member.
Once the BASIC INFORMATION is entered into Stride and Saved, they will automatically receive the email inviting them to stride. If they do not recieve this before the link expires, they can log in ofr the first time by using the "I forgot my Password" link on the log in page. As long as their BASIC INFORMATION is added to your stride site, this will work for their first log in.
LOCATIONS:
Add any location you want to be listed on this users calendar. This is MOST important for CLINICAL AVAILABILITY.
All Users within your Stride Site will have access to the calendar for every location within your organization through the LOCATIONS section of calendars.
Note: ANY LOCATION you listed here will automatically enroll the clinician as an option in ONLINE SCHEDULING if you have this feature turned on. If they do not have availability at that location, a patient will not be able to request or schedule an appointment. For ease with online scheduling and to limit calendar clutter include only location where clinician will treat.
ROLES:
Add role based on license.
PERMISSIONS:
Be sure to mark the appropriate user settings:
- Roles: only clinicians can sign notes
- Office Administrator: enables access to all compliance notifications
- Site Admin: enables access to Admin Settings
At anytime after you enter the BASIC INFORMATION and SAVE the new user, an email will be immediately sent to them to create their account.
Reminder: Do NOT use a shared email account for setting up a staff member, please use an email account specific to the individual user.
Watch how:
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