Staff Profile Overview

When you select a Staff member from the Staff page, you will access their Staff Profile. 

The Staff Profile begins with the Staff member’s name and ERP User Role. It’s important to know a Staff member’s User Role because it dictates what they do and do not have access to in the system.

Staff Member Info

View a Staff member’s job title and other basic info in the Basic Info section. 

Profile Picture

You can change a staff member’s profile picture by pressing the camera icon next to the profile picture.

Assigned Facilities

You will need to be assigned a staff member to a facility or house to start assigning them patients and caseloads. Please contact your Client Success Manager to assign staff to a facility. 

Settings & Permissions

There are various settings to set for staff members (which only apply for some User Roles). Please contact your Client Success Manager to turn these on and off.

Once a setting is turned on, you will need to add specific facilities (or all facilities) to this setting by pressing “Add/Remove Facilities“ 

For example, a staff member may be assigned to 2 facilities but only have Finalize Patient Transfer capabilities at one of the facilities.

Initiate Patient Transfer

The ability to initiate or request a patient transfer

Finalize Patient Transfer

The ability to approve or deny a patient transfer.

Include in Billing & UR Reporting

Include this user’s data in reports pertaining to UR & Billing Staff.

Include in Clinical Reporting

Include this user’s data in reports pertaining to Clinicians.

Default Permissions and Settings

When a new staff member is added to the system or when a current staff member’s user role is changed, the following defaults will be applied:

All User Roles:

Initiate Patient Transfer [All Facilities]

Finalize Patient Transfer [Assigned Facilities]

Clinical Staff User Role:

Include In Clinical Reporting [Assigned Facilities]

Utilization Review User Role:

Include In UR & Billing Reporting [Assigned Facilities]

There are no permissions or settings that apply to Housing Staff or Account Managers at this time.