Staff

In this lesson, we will discuss the components of the Staff page.

Please be advised that only if you have been provided access rights to the staff page, will you have the ability to view this page. Also, only administrators have the ability to make changes to the settings and access rights on this page. 

To get to the Staff page, click on Administration and choose Staff. 

Here are the different components that can be seen under the Staff page:

1. Name of Staff Member - this allows you to type a name and search that staff from your list. This helps clinics that have several pages of staff members in their list to easily find staff. 
2. Staff Member Classification - this allows you to narrow down the list to only the classification that you are searching for. 
3. Name - This column will show the name of the staff and the username to login. Please be advised that for the providers that came over from In Touch Biller PRO, the names will appear in capital letters. The staff name is not editable. 
4. Staff Type -  This column shows what type / classification is this user under. Example, PT, COTA, front desk or other. 
5. Administrator Icon - when this icon is present ,  it indicates that the staff is an administrator. 
6. Email - the email associated with this staff member. Please be advised that we need a unique email for each staff member to be used for authentication or when the staff requested a password reset from the login screen. 
7. Access Rights - This allows the administrator to make changes to what the user can access within the software.
8. Staff Signature - a  check mark indicates that a signature has been uploaded for that staff member. An  x mark indicates that there's no signature uploaded for that staff member. The only staff required to have a signature are providers (e.g. PT, PTA, OT) as it will appear in their documentation. 
9. Status - this indicates if the staff member's login is still active or not. Whenever a staff member tries to login with an incorrect password 3x, they are automatically locked out and inactivated (this is due to HIPAA compliance.) The administrator will have the ability to activate that staff through the Staff Page. 
10. Edit Icon - The edit icon will allow you to edit the staff member's information as well as the features associated with that user. 
11. Analytics Icon - Only available for clinics that have availed the Analytics Feature.  Please contact your customer support team if you wish to avail the Analytics feature. It will provide you with reports and data that will propel your insights about your clinic productivity, revenue, and staff productivity. This icon allows you to set what types of analytics reports will be generated per location.

Users can filter your staff members to get all Active or Inactive accounts. (only available for users with administrative access) 

This filter can also be combined with Staff member classification to do a more specific list of staff.