Setting up staff members

You can set up each employee who uses Easy Dental as a member of your office staff if you have not already set him or her up as a provider. Staff IDs appear on the Audit Trail Report and other reports that include staff information. You can also assign staff members to an appointment if they will assist with certain procedures.

Before setting up staff members, consider the following information:

·        You must assign each staff member a unique, four-character, alphanumeric ID. You can use initials or other codes, such as MGR1, OFC1, and so on.

·        You cannot change a staff member ID once you set it up.

·        You cannot delete staff members once you create them; however, you can inactivate them.

To set up staff information

1.   In the Patient Banner, click the Settings button.

The Settings dialog box appears.

2.   In the Practice Setup list, click Practice Resource Setup.

The Practice Resources dialog box appears.

3.   Under Staff, click New.

The Staff Information dialog box appears.

4.   Type the appropriate information in each of the text boxes for each staff member in your practice.

5.   Type a staff ID in the ID field.

The ID must be four alphanumeric characters in length. The first character of the ID is an alphabetic character.

6.   To save the changes, click OK.

Note: If you need to make any changes, click Edit. You cannot edit the staff ID once you create it.