Scheduler Role: Tutorials

Setting up Staff for Scheduling

Add A Staff Member for Scheduling

Staff will need the following completed, minimally:

• General Information-Remember NPI, if needed for billing

• Payroll-At least 1 active paycode

• License/Certifications-Depending on funder requirements, staff should have a professional credential added.

Setting up a Client for Scheduling

https://rethinkautism.atlassian.net/l/cp/NHxMLT11

Adding Funders to a Client Profile

Depending on Funder set up of the Company Account, clients will need:

• Demographics

• Funder

• Diagnosis

• Authorization for service

Assignments of staff to clients or clients to staff should also be made on Client or Staff profile, depending on roles/permissions of staff.

Scheduling