Add/Remove Staff

Add Staff  #

You need to add at least one staff member before you can start using ERP. To do so, go to the Staff page, press + Add Staff and fill out the required form. You can also go to Staff -> + Add Staff on the Main Menu.

When adding a staff member, you will need to add a User Role and Job Title under Professional Info for each staff member. Learn more about User Roles here.

Once you press “Add Staff’ this new staff member should appear on the Staff page.

Deactivate Staff #

If the need arises to remove a staff member’s access to the system entirely, simply select the staff you wish to deactivate from the Staff page to go to their Staff Profile.

Click the red Remove Staff button on the top of the staff member’s page. This functionality is only available to some users.

Remove Staff From Facility #

You might want to remove a Staff member from a facility instead of completely removing them from the system. On the Staff Profile, under “Assigned Facilities” simply press Remove on the facility you want to remove the Staff member from.

Reactivate Deactivated Staff  #

To activate a previously deactivated Staff Member, go to the Staff page and change the filter to show All staff instead of just Active staff. Select the Deactivated patient you want to reactivate.

Click the red Activate Staff button on the top of the staff member’s page. This functionality is only available to some users.

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