Add a new Staff member


Any member of staff that is not a Provider must be added in the system as a Staff Member. 

  1. Click the navigation menu > Management > Staff page

  2. Staff toolbar > New Record

  3. Fill in the details of the Staff member. The following details are required for accurate record-keeping, reporting, security and claiming

    1. Title
    2. Surname
    3. First Name
    4. Mobile
    5. E-mail
    6. Position 
    7. Provider Assistant (if applicable)
    8. Common: Tick box if applicable. Applicable if staff works in multi-location practices.

For easy reference in drop lists throughout the system, change the Code to the staff members initials

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