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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
  • 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

Categories

  • Getting Started
  • Setup & Admin
  • The Dashboard
  • Managing Clients
  • Managing Groups
  • Appointments & Scheduling
  • Therapy Notes & Treatment Plans
  • Invoicing & Payments
  • Client Portal
  • Insurance Billing
  • Manage Your Account
  • Managing Staff
  • Billing & Reports
  • Messaging
  • Telehealth
  • Telehealth Troubleshooting
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