Staff Management & Resources (Procentive)

User Preferences

• Dashboards
• Customize Your Client Dashboard
• Make Changes to Dashboards
• Customize Your Staff Dashboard
• Add Saved Reports to Staff Dashboard

Additional Resources

• Updates
• Submit an Enhancement Request via UserVoice
• Search and Post Discussions Within ProCare User Community
• Sign Up for the ProCare User Community
• ProCare User Community

Set Up New Staff

• Add Staff Video
• Add a Staff to Procentive
• Set Up Staff Availability
• Set Up a Billing Supervisor
• Change Permissions (Edit a Role)
• Clinical Permissions

Compatible Technology

• Scan Directly into Procentive
• Set Up Scanning
• Set Up Topaz Signature Pads

Staff Roles

• Rename a Role
• Copy a Role
• Emergency Roles

Compliance and Security

• Merit-based Incentive Payment System (MIPS) Guide
• HIPAA Audit? We’ve Got You Covered
• The New BAA Providing Protections and Benefits for You
• Phishing Attacks

Manage Staff

• Billing Supervision During Credentialing Process
• See Private Appointments Permission
• Staff Groups Module
• Change a Clinician Name
• Change Your Challenge Question For Your Digital Signature Password
• Track Clinical Supervision

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Workflow Tasks & Alerts

• Making Workflow Work For You
• Create a New Workflow Definition
• Modify An Existing Workflow
• Create Commonly-requested Workflows
• Create Alerts Within Existing Workflow

Helpful Browser Settings

• Clear your Cache in Microsoft Edge
• How to Update Browser Settings to Download PDFs from Procentive
• Stop Fields from Auto-Filling
• Enable Spell Check in Google Chrome
• Clear Your Cache in Internet Explorer
• Clear Your Cache in Safari

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Information for Troubleshooting

• Reset a Login Password
• Find What Server I Am On
• Procentive Has Encountered an Error