Staff Groups

Mary Jane -


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

In this section you can create staff groups according to modality to further define how you are able to send internal messages to, create reports and whom you can view schedules.

You're also able to restrict access to users on this page.

Select "New Group".

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.


Practitioner Profile/Administrator Profile

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

Under the Profile tab, Group field you can select from the Staff Groups you created.

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

This is where you have the option to add practitioners to the schedule view by the Group.  Typically you would not be adding the administrator groups to the schedule view because they do not book appointments to see patients on the schedule.


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