Implementation Step 2: Staff and Client Profile Management
Now that your tenant has been configured, it's time to begin creating your profiles. This section provides step-by-step instructions for creating office, staff, client, and physician profiles, along with profile overviews and best practice recommendations. Following these guidelines will help ensure your data is entered accurately and your system is set up for success.
Once you have completed your Profile Management training session, use the resources in this section to begin creating and managing your profiles. Each article provides step-by-step instructions and best practice recommendations to help ensure your profiles are entered accurately and completely.
Staff Profiles
1. Review Staff-Facing Settings
- Review the article and complete Staff Facing Settings: Staff Facing Settings
2. Enter Staff Profiles and Assign Pay Rates
- Review the following articles and enter staff profiles: How to Enter a Staff Member, Assigning Pay Rates to Staff Profiles, How to Update a Staff Status Change
Client Profiles
1. Review Client-Facing Settings
- Review the article and complete Client Facing Settings: Client Facing Settings
2. Enter Client Profiles and Create Care Plan
- Review the following articles and enter client profiles: Client Dashboard at a Glance, How to Enter a New Client, How to Add Service Tasks, How to Enter a Care Plan, Client Notes & ToDos, & How to Update a Client's Status
Next Steps:
Once your profiles are entered attend the Authorization, Scheduling, & Mobile App traning with your Implementation Consultant