Staff members can be assigned to a Team or multiple Teams in the Staff Directory.
- Click Utilities on the menu toolbar.
- Select Manage Practice.
- Select Staff/Provider Directory.
- Select a staff member record to edit.
- Click the Basic Info tab if not already selected.
- Click on the Insert Record button in the Teams box.
- Click the dropdown button and select a Team.
- Click the Post Edit button .
- If you are adding a staff member into multiple Teams, repeat steps 6 through 8.