CLINICAL ONLY Staff Profile Set Up

General Information

From Staff Members, Select your staff of choice, and click on General Information from the menu on the left. Click Edit to complete the required fields and any additional information you wish to include. Required fields will have an asterisk ( * ).

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Click Save when completed.

• If you choose an inactive status, the staff member will not be able to log in

• Username - Requirement is to have at least 6 characters (the users email is the recommended username)

• Password - Requirement is to have at least 6 characters; Cap Sensitive

• Locations(s)/Facilities - Staff members can have access to multiple locations

• Title - one title is required; Title dictates permissions for the staff member and is critical for access to Rethink

Optional: Staff Notes

Click on Notes from the menu on the left.

Click “Add New Notes” to create a new Staff Note.

Complete the following Required fields:

• Note Type

• Title

• Notes

THEN Click Save

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• Staff Note Types can be created in the Company Account → Staff Member Settings to categorize the type of notes users will be able to choose from in the Staff Profile

• If you do not see the Notes section, then you have not been given permissions to access this area. Please discuss with account administrator for access

• Notes marked “private' will only be viewable by the user who created the note and users with System Admin roles/permissions

Optional: Client Assignments

Click on Client Assignments from the menu on the left.

Click Assign to add clients to a staff member.

• This same step can be done under Client settings → Staff Assignments. It does not need to be done in both areas for the staff member to have access to the client

• This step is necessary if under Roles/Permissions, the staff member is only allowed to see clients assigned to them

• For more detailed information on staff and client assignments, refer to Assigning Staff and Clients

Optional: File Cabinet

Click on File Cabinet under the Staff Members name.

Click +Add New Folder, name the new folder, and click SAVE.

MODIFY FOLDER(S)

Click Edit or Delete

UPLOAD FILES

Click Upload File, select the folder you want the file to be in, and choose the file to be uploaded. Add optional tags for reporting purposes, and click Upload.

View, Copy, Download, Delete, Move, Rename, or Tag Files

Copy, Download or Delete Multiple Files

Select the files you want to include in the action you need to perform, Select "Download, Copy or Delete.”

Search for file(s) by Keyword

Filter for file(s) by Added By, Created Date, Tag, Tag Effective Date, and/or Tag Expiration Date

• To ensure appropriate access to a Staff Members filing cabinet, refer to Roles Permissions

• The DEFAULT folder "Staff Files" is not modifiable

• Maximum # of folders is 50 for any staff profile

• (MAXIMUM file size 50Mb)

• The following  file types can be uploaded to the staff Filing Cabinet

  • Document Types (docx, pptx, pdf, txt)

  •  Image Types (jpg, jpeg, tiff, 

  • Video types (avi, mpeg, .mov)

  • Sound files (mp3, wav)

  • Compressed file formats (rar, zip)