Setup & Manage Staff Records in Dental4Web

Setup & Manage Staff Records in Dental4Web

Quote
Any member of staff/employee requiring access to Dental4Web that is not a Provider must be added in the system as a Staff Member. 

Where do I find Staff Records?

Click the navigation menu > Management > Staff page

Setup Staff Records

Feature Flash Steps: Create New Staff Member


Add a New Staff Member

  1. Staff toolbar > New Record
  2. Fill in the details of the Staff member. The following details are required for accurate record-keeping, reporting, security
    1. Title
    2. Surname
    3. First Name
    4. Mobile
    5. E-mail
    6. Position
    7. Provider Assistant (if applicable)
    8. Common: Tick box if applicable. Applicable if staff works in multi-location practices
NotesFor easy reference in drop lists throughout the system, change the Code to the staff members initials

Provider Assistant

Place a tick in the Provider assistant box if this staff member will be assisting a provider and you would like to record this against a patients treatment.
  1. Find Staff member in question
  2. Tick Provider assistant box
  3. Repeat for each staff member who is an assistant

Assign the Assistant to a Provider

If the Provider has the same assistant on a regular basis, the assistant name can be added to the provider records so it appears automatically in the Treatment page.
  1. Click the navigation menu > Management > Providers page
  2. Find the provider
  3. Select the name from the Assistant drop list
Or to manually select an assistant as required:
  1. Click the navigation menu > Patients > Treatment page
  2. Select from the Ass. drop list

Create Staff/Job Role Positions

All staff can be setup under different job role Positions. i.e: Practice Manager, Dental Assistant, Receptionist etc.
  1. Staff toolbar > Professions List
    1. Click ADD
    2. Type in the new profession/position type
    3. Select the security group this type of staff will be attached to from the ‘User group’ drop list
    4. Repeat for each Position to be entered
    5. Click OK

  2. Allocate the position name to the staff member:
    1. Select from the Position Drop list

Manage Staff Records

Mark a Staff Member as Inactive

  1. Find the staff member in question
  2. Remove the tick (by clicking with your mouse) in the Is Active tick box option

  3. Confirm this action by clicking YES

View inactive staff

Select Staff toolbar > Show inactive staff

Reactivate staff member

  1. Select Staff toolbar > Show inactive staff
  2. The inactive staff members will now be visible in the staff member drop list
  3. Tick the Is active box to reactivate

Reactivate Security Access

  1. Click the navigation menu > Location Setup > Security page
  2. Record menu > Show inactive users as well
  3. Double click on the staff members name
  4. Access to system: Click radio button Allowed in the "User Attributes" window
  5. Click OK