Any member of staff that is not a Provider must be added in the system as a Staff Member.
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Click the navigation menu > Management > Staff page
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Staff toolbar > New Record
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Fill in the details of the Staff member. The following details are required for accurate record-keeping, reporting, security and claiming
- Title
- Surname
- First Name
- Mobile
- Position
- Provider Assistant (if applicable)
- 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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