Adding and updating Staff
Staff Editor
Select Staff from the toolbar.
- To edit an existing staff member highlight the row and press [Enter]
- If you cannot see the staff member click on “Show Inactive” to include inactive members.
- If you need to enter a new staff member click “New”.
Staff member details
- Enter information about the staff member as prompted
- Be sure to include a short name that is unique to each staff member.
- This will be used in reports and settings.
- It can be a maximum of 6 characters
- Enter the address and contact numbers.
- These can be copied from the Practice. Click on Practice Address And Contacts menu
Log On
- Provide each user a unique user name to log on to MyPractice.
- Provide a Password.
- Passwords are case sensitive.
- For additional security, we recommend at least 6 characters with a mix of letters and digits.
- Staff must be marked active to access the system.
- Users should change their own password on their first use and then regularly e.g. every few months.
Roles
- Choose the role(s) for this staff member from the list
- Each staff member can hold more than one role
- The Roles are set up in the Permissions editor
Settings
Each staff member has their preferences stored as settings
- All staff have settings as a User.
- Practitioners have additional settings relating to clinical use and billing.
- Apply typical settings by selecting the closest role in the Apply Default Settings menu
- Review and adjust each setting as required
Appointment Template Tab
- If the staff member has an appointment book
- Set up the Appointment Template
Practitioner Tab and Favorite Services
- If the staff member is a practitioner
- Set up additional practitioner’s details and settings in the Practitioner Tab
- Set up the Favorite Services
Finish
When you have finished adding or editing details, click:
- Copy – to produce another staff member with the same Address and Contact Details.
- Next – to close the current screen and open another staff members screen for editing.
- Another – to open another staff members screen for editing. The current screen will still be open in another Tab.
- Finish – to save changes and close the screen.
