Design the Organizational Chart

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Overview

The organizational chart dictates which supervisors receive escalation alerts and which patients supervisors can see in My Clients, My Billing and My Daysheet. You can specify supervisors for each of your users, also known as your staff. Please specify your users' place in the Organization Chart now.

1. Click Administration and select Organization Chart.
2. Find new users on the right side of the screen.
3. Click on their name, drag it to the supervisor’s name on the left, and release it.
   
   
    
4. You can also edit the location of users already in the organization chart by dragging and dropping them to the proper supervisor's name.
   
   
    
5. Click on a user's name and click Remove to remove them from the organization chart.
   • This would be for users that will no longer be logging into eCR or who have left your organization.
     
     
6. Click Save.