Add a New Staff Member
Add a new staff member and assign them system permissions.
- Go to Tops Ortho > Practice Setup > Staff/Security.
- Type your password and click OK.
- Click the + icon.
- Enter the employee's information and assign a unique password. Note: The password must be at least five characters in length.
- Click Create Staff Member.
- Select Admin Staff or Clinical Staff in the dropdown menu.
If you want a staff member to be able to seat patients in Patient Flow, they must be assigned as Clinical Staff.
- If you want the staff member to display as an option in the Treatment Coordinator dropdown menu of patients' charts, check the box for Treatment Coordinator. Note: This will also allow the employee access to the D7 Patient Care Tracking report.
- Click the checkbox to assign privileges. 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's Password.
- To see what each staff permission means, read related article Staff Permissions below.
Note: You cannot delete an employee once added. However, you can mark them inactive by removing the check mark to the left of Active.
