PERMISSIONS REQUIRED: You must have Administrator Permissions or higher.
You can add unlimited basic Staff Members. Basic Staff have limited capabilities within the system , they can have default or billing permissions. If your Staff needs Provider or higher permissions the process is slightly different. Click here to learn more.
You can add a new Staff Member two ways, either through an email invitation, or by manually entering them into the system.
IMPORTANT: If a Staff Member is added manually, you will not be able to invite them by email and vice versa. This is to prevent duplicate accounts.
Jump to Section:
Invite a Staff Member by Email
You can invite Staff via email. You can add Staff one at a time, or in bulk. This sends an email invitation to the Staff Member. From this email they will be able to set up their Staff Profile in the system.
NOTE: While you are able to assign basic Permissions when inviting them via email, you will want to go into Staff Permissions to set more specific Permissions.
- Click Staff in the navigation bar, then select Active Staff Members from the drop-down.
- Click Invite Staff by Email button.
- Type Staff Member's first & last name, and email address.
- Select basic Staff Permissions.
- Learn more about Staff Permission levels here.
- Can See Billing Information
- Can Use AMA CPT® Codes
NOTE: If you selected, this confirmation will be displayed before sending the email.
- Enter additional Staff using +Add More Staff.
- Click Send Invitations button.
- Your new Staff Member will receive an email similar to the one below. When they click the link in the invitation email, their account will officially be created and they will be able to use the system.
Add a Staff Member Manually
- Click Staff in the navigation bar, then select Active Staff Members from the drop-down.
- Click + Add Staff Manually button.
- Enter Staff Member Details.
NOTE: Use email and password the Staff Member will use to initially log into their system account.
- Click Save Details.
- Staff Member must use the email address and password entered above when initially logging into the system. Staff can update this information after initial login.
NOTE: Therapists who will be the rendering provider for a client will be assigned a CPT® license to ensure compliance with the AMA CPT® Code copyright. Select AMA CPT® Code Access to provide this license. See Assign AMA CPT® License to Staff for more information.
Edit Staff Member Details
- Click Staff in the navigation bar, then select Active Staff Members from the drop-down.
- Click Details button for appropriate Staff.
- Edit information.
- Click Save Details button.
NOTE: Therapists who will be the rendering provider for a client will be assigned a CPT® license to ensure compliance with the AMA CPT® Code copyright. Select AMA CPT® Code Access to provide this license. See Assign AMA CPT® License to Staff for more information.
Related Articles: Assign Staff Member Permissions