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D) When adding or editing a Service Line, it is required to add the name of the service. The Description is optional. To assign a service line to clients and/or staff, check the box for ACTIVE. Click Save once you have finished:
4) Create your Staff Member Settings
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A) Click Staff Member Settings from the menu on the left:
B) In Staff Member Settings, you will have the ability to add a staff title (+ Staff Title ), Edit, or Remove this titles:
C) Title Name and Role Type are required fields:
D) You have the option to Edit, Remove, or Add Employee Types:
E) Your account is set up with the default statuses:
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Active and Inactive Employee. To add additional statuses (ex – Maternity leave, Medical leave, etc.)
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Click “+ Staff Status”Ex:
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F) For Employees that are Active, be sure to check the box for:
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Show as active
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. If a staff member is no longer an employee, we recommend changing their status to Inactive. You will have the option to view your current employees by filtering between Active/Inactive Statuses
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:
G) Staff Member Settings also allows you to Add, Edit, and Remove Staff Member Pay Codes and Staff Member Mileage
5) How to Add and Edit Funders, Service Lines, and Billing Codes
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