Overview
The primary purpose of the Staff Groups Module is to associate key staff members into groups, so that later on – in Appointments for example – group meetings can be scheduled (such as an all staff meeting) and specific groups can be searched to match clients with the appropriate staff members.
Reasons to use the Staff Groups Module
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Organizing staff by role type: Most organizations create groups called All Staff (helpful for scheduling all staff meetings), Therapists, Administration, and/or groups associated by location.
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Organizing staff licensed with payers: This option is great for quick access to the staff that have completed licensing and registration for a specific payer. Example: If only three therapists were licensed with Aetna, for example, you would create a group called “Payers – Aetna.” This way, if a new client calls and uses the payer, Aetna, the list of appropriate staff members can be located easily while in the Appointments Module.
Adding Staff Groups
- Go to Staff Groups module.
- Click Add.
- A new window will appear.
- Complete the fields for each tab.
- Staff Group tab.
- Name: Choose a name for the staff group (such as Therapists).
- Location: select specific location that this staff group will be working out of, if applicable.
- Use for Appointments: If this staff group should appear as an option when adding an appointment set to Yes.
- Staff tab.
- Click the pick list button to select which staff will be associated with this staff group.
- Staff Group tab.
- Click Save.