Important Content Update Message
We are currently updating the OP Help Center content for OP 20. We appreciate your patience as we continue to make these updates. To locate the version of your software, navigate to: Help tab > About.

Staff Directory

Version 20.4

About Staff Directory

Path: Practice Management tab > Staff/Providers button

The Staff Directory stores, edits, and displays information for all staff members. In the Staff Directory, you can enter basic login information about the staff member, set the staff member’s security access, determine the staff member's data visibility, provide the staff member’s provider and practice information, set lab links, and regulate ePrescribing privileges. 

NoteStaff members can be added to multiple locations by assigning the locations in the Location(s) section of the window. They should not be added more than once to the Staff Directory, unless instructed by OP's Implementation team.

Staff Directory Map

Number

SectionDescription
1Staff List panelThe Staff List panel displays all of the users who have been entered into the Staff Directory, based on the filter options selected. Selecting a user in the Staff List displays their information, in the respective tabs, in the main section of the window.

2

Staff List filter options
  • Location: The Location drop-down is used to display only users who have been associated with a specific practice location.
  • All: The All checkbox is used to display all users who have been added to the Staff Directory. Selecting the All checkbox removes the Location selection.
  • Show Inactive: The Show Inactive checkbox is used to include in the Staff List any users whose Active checkbox has been deselected.
3
Function buttonsThe function buttons are used to add a staff member, remove a staff member, edit a staff member’s information, save changes, and cancel changes.
4
Staff Directory tabs

The available Staff Directory tabs depend on the selected user's Clinical Level. Staff who have their Clinical Level set to "non-clinical" only include the Basic Info and Data Visibility tab. Users with a higher Clinical Level  display all of the remaining tabs.

  • Basic Information tab: sets the staff member's login credentials, Colloquial Name used in the Patient Message eXchange, Location, Department(s), Clinical Level, Visibility Access Levels, Backup log Manager status, Status with the practice, and Portal account status (for practices using the InteliChart Patient Portal). 
  • Data Visibility tab: determines the data-visibility permissions for each data domain (Patient, Financial, Administrative, Workflow, and Clinical) and assigns one permission level to each data domain. This tab also includes the option to activate the 'multiple office location feature'. For each user, the data visibility will be set to Use system default.
  • Provider Info tab: sets the provider's full name as it should appear for chart entries (in the Signature name field) and contains the provider's signature and credentials. This tab also houses the option for a patient's PCP to be auto-populated as the Referring Provider on the selected provider's claims. Note: The Signature name field must also be completed for anyone giving vaccines or drawing labs (such as a Nurse or MA) as this information is important to show in the patient chart.
  • Practice Info tab: contains the full practice information for the staff member’s location. The Copy Primary Provider button is used to copy the information from the primary provider.
  •  IIS tab: contains the practice registry-issued provider ID, facility code, facility/unit name, contact information and CLIA ID.
  • Lab Links tab: inserts and displays test facilities with their facility ID and Provider’s Lab ID.
  • e-Prescribing tab: sets the prescription handling privileges for the staff and provider.
Version 20.3

About Staff Directory

Path: Practice Management tab > Staff/Providers button

The Staff Directory stores, edits, and displays information for all staff members. In the Staff Directory, you can enter basic login information about the staff member, set the staff member’s security access, determine the staff member's data visibility, provide the staff member’s provider and practice information, set lab links, and regulate ePrescribing privileges. 

NoteStaff members can be added to multiple locations by assigning the locations in the Location(s) section of the window. They should not be added more than once to the Staff Directory, unless instructed by OP's Implementation team.

Staff Directory Map

Number

SectionDescription

1

Basic information tabThe Basic Information tab sets the staff members login credentials, location, clinical level, medical records visibility access, emergency medical records visibility access, and backup log manager status. The Colloquial Name is used in the Patient Message eXchange.

2

Data Visibility tabThe Data Visibility tab determines the data-visibility permissions for each data domain (Patient, Financial, Administrative, Workflow, and Clinical) and assigns one permission level to each data domain. From the Data Visibility tab, you can also activate the 'multiple office location feature'. For each user, the data visibility will be set to Use system default. If the data visibility for a user should be different than the system default, make the appropriate selection from the list.
3
Function buttonsThe function buttons add a staff member, remove a staff member, edit a staff member’s information, save changes, and cancel changes.

4

Provider Info tabThe Provider Info tab sets the provider's full name as it should appear for chart entries (in the Signature name field) and contains the provider's signature and credentials. This tab also houses the option for a patient's PCP to be auto-populated as the referring provider on the selected provider's claims. Note: The Signature name field must also be completed for anyone giving vaccines or drawing labs (such as a Nurse or MA) as this information is important to show in the patient chart.

5

Practice Info tabThe Practice Info tab contains the full practice information for the staff member’s location. The Copy Primary Provider button is used to copy the information from the primary provider.

6

IIS tabThe IIS tab contains the practice registry-issued provider ID, facility code, facility/unit name, contact information and CLIA ID.

7

Lab Links tabThe Lab Links tab inserts and displays test facilities with their facility ID and Provider’s Lab ID.

8

e-Prescribing tabThe e-Prescribing tab sets the prescription handling privileges for the staff and provider.