Manage Staff - Tutorial | Healcon Practice Software For Doctors

This article covers following topics related to ' Manage Staff ' module : 

How to reach 'Manage Staff' in healcon practice software ?

What are the different components of 'Manage Staff' interface in healcon practice software ?

What actions can be taken for already added staff member in healcon practice software ?

How can i add clinic staff ? 

What roles can be assigned to clinic staff while adding staff ? 

How to add a particular type of user and assign different access type to clinic staff ?   

How can 'Consultant' (visiting doctor) of my clinic complete his tasks with restricted access to clinic records ?  

How to reach 'Manage Staff' in healcon practice software ?

What are the different components of 'Manage Staff' interface in healcon practice software ?

What actions can be taken for already added staff member in healcon practice software ?

How can i add clinic staff ? 

To add new member to your clinic staff please follow instructions given below  -

A. Send invitation to clinic staff whom you would like to join your practice  : Refer to the screenshot below and then follow steps mentioned below the screenshot : 

Step-1 : Click on 'Manage Staff'  from left menu as shown in screenshot and tagged as 1 .

Step-2 : You will reach 'Manage Staff' module . Here click on the green color '+Add Staff' on the top right of this module (tagged as 2 in the screenshot above) .

Step-3 : Now add 'Clinic Staff' modal will open . Now you can select required 'Type of User' ie 'Doctor' or 'Other Staff' (tagged as 3 in the screenshot above )

Step-4 : Next you can fill other details and then choose required 'Access Type' (tagged as 4 in the screenshot above) and click blue color 'Add Staff ' button in the add 'Clinic Staff' modal . 

This will send an invitation email to the new user with link to compete his on-boarding to your clinic .

B. Check recently sent invite status :-  Once you are with point-A , you can check recently sent invite under pending invite selection as shown in the screenshot below. Please note that status of invite will be pending until the invited user completes on-boarding process which are described under point- C, D & E .

C. Invited staff receives email to join  :  Invited staff will receive an email to onboard as staff member of your clinic . Invited staff can open email and click on the onboarding link in the email . Once invited user clicks on the link then he will land on the signup page of healcon .

D. Invited staff member clicks on the link in email and registers :  Invited user can complete the registration form as shown in the screenshot below to complete his on-boarding process .

E. Invited staff registers and becomes part of the clinic : Once registration form is filled then invited user will land inside the software and see 'Pending Invitation' on top of the landing page as shown in the screenshot below. Now invited user need to click on green color 'Accept' button to accept the invite and gain access to the clinic (tagged as 2 in the screenshot below) . Once accepted , invited user will automatically see all the modules (based on his access type) activated in the left menu and can start with his workflows .

F. Clinic User who invited new staff to join , can now see that initiation has been accepted : Once the invited user complete steps C, D & E , the clinic user who invited staff will be able to see the status changing from 'Pending' to 'Action' .

 Status which was earlier 'Pending' will now be changed to  'Action' (point-2 in screenshot below). This confirms that invited user has registered & accepted the invitation and hence now is part of his clinic . 

What roles can be assigned to clinic staff while adding staff ? 

Account Owner: Full access. Staff Management, Reports and Analytics are available only to Account Owner.

Consultant: Consultant Practitioner(s) will be able to access profiles of their appointments and will have full access to all records written by them, except billing.

For other roles, access controls are defined as below:

How to add a particular type of user and assign different access type to clinic staff ?   

 A. Assigning 'User Type' and 'Access Type'  while adding new user :  Refer to the screenshot below and then follow steps mentioned below the screenshot : 

Step-1 : Click on 'Manage Staff'  from left menu as shown in screenshot and tagged as 1 .

Step-2 : You will reach 'Manage Staff' module . Here click on the green color '+Add Staff' on the top right of this module (tagged as 2 in the screenshot above) .

Step-3 : Now add 'Clinic Staff' modal will open . Now you can select required 'Type of User' ie 'Doctor' or 'Other Staff' (tagged as 3 in the screenshot above )

Step-4 : Next you can fill other details and then choose required 'Access Type' (tagged as 4 in the screenshot above) and click blue color 'Add Staff ' button in the add 'Clinic Staff' modal . 

This will send an invitation email to the new user with link to compete his on-boarding to your clinic .

B. Editing access type of an existing user : Refer to the screenshot below and then follow steps mentioned below the screenshot : 

Step-1 : Click on 'Manage Staff'  from left menu as shown in screenshot and tagged as 1 .

Step-2 : You will reach 'Manage Staff' module . Here click on the grey color 'Actions' button on the right side of the user for which access type need to be changed (tagged as 2 in the screenshot above) .

Step-3 : Now you need to click on  'Edit Access Type'  (tagged as 3 in the screenshot above )

Step-4 : Now edit 'Clinic Staff' modal will open . Next you can choose/change required 'Access Type' (tagged as 4 in the screenshot above) and click blue color 'Update ' button in the edit 'Clinic Staff' modal . 

How can 'Consultant' (visiting doctor) of my clinic complete his tasks with restricted access to clinic records ? 

 To read about consultant (visiting doctor) workflow , please click here : Consultant (Visiting Doctor) Tutorial 

- Team Healcon

Learn more about healcon practice software :-

• Getting Started Guide
• Software Tutorials
• Workflows
• Product Announcements