Assign Users to Departments

Version 14.19
Utilities > Manage Practice > Staff/Provider Directory

Overview

Staff members can be assigned to a department or multiple departments in the Staff Directory.

  1. Click the  button on the menu toolbar.
  2. Select Manage Practice.
  3. Select Staff/Provider Directory.
  4. Select a staff member record to edit.
  5. Click the Basic Info tab if not already selected.
  6. Click the Insert Record button in the Departments field. 

Staff/Provider Directory: Staff Directory Window 

  1. Click the dropdown button and select a department.
  2. Click the Post Edit  button .
  3. (Optional) If you are adding a staff member into multiple departments, repeat steps 6 through 8.
Version 14.10
Utilities > Manage Practice > Staff/Provider Directory

Overview

Staff members can be assigned to a department or multiple departments in the Staff Directory.

  1. Click the  button on the menu toolbar.
  2. Select Manage Practice.
  3. Select Staff/Provider Directory.
  4. Select a staff member record to edit.
  5. Click the Basic Info tab if not already selected.
  6. Click the Insert Record button in the Departments field. 

Staff/Provider Directory: Staff Directory Window 

  1. Click the dropdown button and select a department.
  2. Click the Post Edit  button .
  3. (Optional) If you are adding a staff member into multiple departments, repeat steps 6 through 8.