Setup & Manage Staff Records in Dental4Windows

Setup & Manage Staff Records including add new staff members, provider assistants, create role positions, mark staff member as inactive.

Set up Staff Records

Add a New Staff Member

Any member of staff that is not a Provider must be added in the system as a Staff Member. 

1. Go to Location Management > Staff tab
2. Operations menu > New Record
3. Fill in the details of the Staff member. The following details are required for accurate record-keeping, reporting and claiming
1. Title
   
2. Surname
   
3. First Name
   
4. Position 
   
5. Provider Assistant (if applicable)
   
6. Common: Applicable if staff works in multi-location practices 

For easy reference in drop lists throughout the system, change the Code to the staff's initials.

After creating the new staff member, see Set or Change a Password section

Provider Assistant

Any member of staff can be set as a Provider Assistant. 

1. Go to Location Management > Staff tab
2. Select the Staff Member
3. Place a tick in the Provider Assistant checkbox
   
   

Assign Assistant to a Provider

1. Go to Location Management > Providers tab
2. Select the Provider
3. Select the Provider Assistant from the droplist
   
   

When entering Treatment, the Assistant is selected automatically with the Provider.

Create Staff Role Positions

All Staff Members can be setup under different job role Positions. i.e: Practice Manager, Receptionist, etc.

1. Go to Location Management > Staff tab
2. Operations menu > Professions List
3. Click Add to add a new profession to the list
4. Click OK
   
   

Allocate the position to a Staff Member

1. Go to Location Management > Staff
2. Select the Staff Member
3. Select the Profession from the Position drop list
   
   

Manage Staff Records

Mark a Staff Member as Inactive/Reactivate Staff Member

If a Staff member no longer works at the practice, they can be marked as inactive.

1. Go to Location Management > Staff tab
2. Find the Staff member
3. Remove the tick from Is Active
   
   
4. Click Yes
   
   

Reactivate Staff Member

Once the Staff member has been made inactive, they will be removed from the drop lists. If the Staff member needs to be made active again, inactive Staff members will need to be viewed as well as active Staff members.

1. Go to Location Management > Staff tab
2. Operations menu > Show inactive staff as well  
   
   
3. In the Staff Member dropdown menu, select inactive staff member
4. Place a tick in Is Active
   
   

Reactivate Security Access

1. Go to Location Setup > Security
2. In the Record menu > select Show Users or Groups with Denied Access
   
   
3. Double click reactivated staff member 
    
   
4. Select Allowed   
   
   
5. Select OK

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