Managing Staff
Easily manage your team and oversee your business operations.
- Adding a Staff Member
- Staff Roles and Permissions
- Edit Staff Details
- Edit Staff Contact Info
- Setting Clinician Retainage Rates
- Entering Your License Information
- Modifying Staff Roles and Permissions
- Upload a Profile Photo
- Reassign a Client to Another Primary Clinician
- Setting Clinician Default Service Types
- Attaching and Sharing Files with Staff
- Set Staff Records to Inactive
- Set Your Calendar Availability
- Unlock a Staff Member's Login
- View Staff Activity Audit Trail
- Adding an Auditor to Your Account
- Customize Emails