Add or Edit a Staff Member in Tops

Adding a Staff Member

Add a new staff member and assign them system permissions.

1. Go to Tops Ortho > Practice Setup > Staff/Security.

2. Type your password and click OK. 

   Note: The individual modifying details in Staff/Security must have the permissions "setting up tops Practice Configuration AND setting up Staff Member Privileges".

3. Click the + icon.
4. Enter the employee's information and assign a unique password. Note: The password must be at least seven characters in length.
5. Click Create Staff Member.
6. Add additional details if applicable- email address, position and short name.
7. Select one of the following roles from the first dropdown menu:
   1. Clinical Staff. Staff members in this role can seat patients in Patient Flow.
   2. Admin Staff. Staff members in this role cannot seat patients in Patient Flow.
   3. Lab Technician. Staff members in this role can seat patients in Patient Flow.
   4. Therapist. Staff members in this role can seat patients in Patient Flow.
   5. Hygienist. Staff members in this role can seat patients in Patient Flow.
   6. Consultant. Staff members in this role cannot seat patients in Patient Flow.
8. If you want the staff member to display as an option in the Treatment Coordinator dropdown menu of patient charts, check the box for Treatment Coordinator.
9. If you want the staff member to be able to access the D7 Patient Care Tracking report from the Matx menu, you'll need to check the box for Treatment Coordinator.
10. Click the checkboxes to assign various permissions. To see what each staff permission means, read related article, Staff Permissions, below.
11. Note: If at any time you wish to change a staff member's password, click their name on the list and select Change Staff Member Password.

Editing a Staff Member

A staff member's degrees, email, position, short name, additional roles, password, and permissions can be edited ; however to modify a staff member's Title, First Name Middle Initial, or Last Name, a formal request via email is required.  

Modifying a Staff Member's Name

Email [email protected] and provide the staff member and changes required.

Modifying a Staff Member's Role and Permissions

1. Go to Tops Ortho > Practice Setup > Staff/Security.

2. Type your password and click OK. 

   Note: The individual modifying details in Staff/Security must have the permissions "setting up tops Practice Configuration AND setting up Staff Member Privileges".

3. Select the staff member and update their record.

Adding and Editing a Staff Member Access to Services

If a staff member needs access to other services such as TopsDPX, Rhinogram, Tops Reminders or to services listed within Off-The-Charts, please refer to the articles referenced below.