Go to Settings > Staff. Click EDIT to to Open Staff Settings.
Once in the Staff Settings you can enter the Basic Information, give access to different locations, and assign Roles.
ROLES:
- Office Administrator: dashboard alert for all clinicians
- Site Administrator: access to settings tab
- Scan Access: allows scanning into pt chart
- Payment Administrator: provide link to Stax Portal under the account tab for the personal settings for this individual.
This recording shows additional settings for each user including Office Admin, Site Admin, Scan Access, and Payment Admin.
Watch how:
CALENDAR SETTINGS & SCHEDULE:
At the bottom of the Staff Settings, you will find the Calendar Settings and Schedule. Here you can enter the clinicians Schedule and location for hours of availability.