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Assign Users to Teams

Version 14.19

Overview

Staff members can be assigned to a Team or multiple Teams in the Staff Directory.

  1. Click the Practice Management tab and select Staff/Providers.  
  2. Select a staff member record to edit.
  3. Click the Basic Info tab if not already selected.
  4. Click on the Add button in the Teams box.

  1. Click the dropdown button and select a Team.
  2. Click the Save  button .
  3. If you are adding a staff member into multiple Teams, repeat steps 4 through 6.
Version 14.10

Overview

Staff members can be assigned to a Team or multiple Teams in the Staff Directory.

  1. Click  Utilities 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 on the Insert Record button in the Teams box.

  1. Click the dropdown button and select a Team.
  2. Click the Post Edit  button .
  3. If you are adding a staff member into multiple Teams, repeat steps 6 through 8.