Staff Groups

Mary Jane -

 

Go to Settings>Groups & Categories Section>Staff Groups.

Create staff groups according to modality to further define who you are able to send internal messages to, create reports,  and whom you can view schedules.

You're also able to set up additional restricted access to users on this page in addition to the Employee settings and the User Type.

Select "New Group".

 

juvonno_staff_groups_new_group.JPG

 

Name: Enter the name of the Group for example, Massage or Chiropractic.

Description: This is optional.


Available Dashboard: For clinics with 1 location you will use "My Practitioners". Clinics with more than 1 location can opt to use the "Clinic Practitioners" dashboard to enable the users to select, from the schedule, which location they want to view.


Allow dashboard override: This option allows the employee to change which view they want.


Offsite restriction: If you want to reduce access to the system outside the clinic location you can select one of these options.


Site IP address: This field is best used if you have hard wired IP addresses since the IP address can change.  To set your IP address select the "Add Current IP" and it will populate to the text box area.  This will be an IP address that the users in this group will be able to log in from.

 

Adding a Staff Group to an Employee Profile

Practitioner Profile/Administrator Profiles

Go to Setting>Practitioners, edit the Practitioner/Administrator.

Under the Profile tab, Group field, select from the Staff Groups you created. You are able to add more than 1 group.

juvonno_practitioner_profile_staff_group.JPG

 

Adding a Staff Group to an Employee Schedule

Individual Practitioner Access Section

Go to Settings>Practitioners/Administrators>Edit a Practitioner/Administrator>Practitioner Access tab>Individual Group Access section.

Select the "Add Practitioner" button.

Select from the list of Practitioners to be viewed on the schedule. 

If you want to add Inactive Practitioners select the "Show inatcitve Practitioners check box. 

juvonno_practitioner_practitioner_access_tab_individual_access.JPG

 

Primary Group Access Section

Go to Settings>Practitioners/Administrators>Edit a Practitioner/Administrator>Practitioner Access tab>Primary Group Access section.

Add practitioners to the schedule view by adding them by the Staff Group. 

juvonno_practitioner_profile_practitioner_access_primary_group_access.JPG

Typically you would not be adding administrator groups to the schedule view because they do not book appointments.

 

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