Staff FAQ
- Staff Caseload Capacity Overview
- How to Access Documentation You’ve Submitted for Clients
- How to Fill Out and Submit Staff Documentation
- How to Assign a Staff Document (HR Manager or Super Admin)
- Creating Certifications & Assigning to Staff
- How to Create and Assign Staff Default Goals
- How to Add a Staff NPI
- How to Add Staff Goals
- How To: Creating & Updating Your Staff Signature
- How To: Create Staff Pay Rates
- How To: Add a Staff Comment
- How To: Generate a Staff Service Report
- How To: Assigning Teams
- How To: Setting Staff Unavailability
- How to Deactivate a Staff Member
- How To: Custom Role Creation
- How To: Understanding Roles
- How To: Understanding Staff Settings
- How to: Assign and Remove Flags (Clients & Staff)
- How to: Create and Manage Flags
- How To: Assign a Site to a Staff
- How To: Allowing Staff to Transcribe
- How To: Assign Staff Templates
- How To: Create & View Calendar Events
- How To: Assign a Service to a Staff