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Assign Users to Departments

Version 14.19
Path: Practice Management tab > Staff/Providers

Overview

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

  1. Navigate to the Staff Directory by following the path above.
  2. Select the staff member in the Staff Name list on the left side of the window. Their information displays in the appropriate tabs on the right side of the window.
  3. Click the Basic Info tab if not already selected.
  4. Click the Add button  located in the Department(s) section of the window.  

  1. Click the drop-down button in the new entry line.
  2. Select the appropriate department from the drop-down menu.
  3. Click the Save button  within the Department(s) section.
  4. (Optional) If you are adding a staff member into multiple departments, repeat steps 4 through 7.
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.