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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:
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E) Your account is set up with the default statuses: Active and Inactive Employee. To add additional statuses (ex – Maternity leave, Medical leave, etc.) Click “+ Staff Status”:
F) For Employees that are Active, be sure to check the box for: Show as active. 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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5) How to Add and Edit Funders, Service Lines and Billing Codes
1A) Select Funders from the menu on the left:
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B) Click Add Funder in the right-hand corner to add new
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Funders:
C) For
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Funder Type, select the following options: Insurance, Private Pay or Other. Enter the name of the Funder and optional subsequent details. Click
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Save
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:
D) To edit an existing Funder, Click
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View
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:
E) Click
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Edit
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:
F) Modifications can be made from this page:
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- Once the Funder has been created/edited, you can add the Service Line(s). Click “View”. Then click the plus sign next to “SERVICE LINES”.
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