How to add and edit Office staff profiles in ClinicSense

  1. Go to Setup, then Office staff
  2. Optionally, click Add Office Staff and enter their name
  3. Under Select Office Staff, pick the staffer
  4. 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 guide


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