Guide
- Go to Setup, then Office staff
- Optionally, click Add Office Staff and enter their name
- Under Select Office Staff, pick the staffer
- Make any necessary adjustments, then click Save at bottom right
Notes
- Office staff profiles give access to your receptionists, office managers, accountants, peer reviewers, attorneys, etc.
- Office staff can be allowed to schedule services, complete invoices, review charts, and much more
Video
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