FOR PROFESSIONAL STAFF MEMBERS

• Professionals 

1. Select additional professionals this user has access to: 
   
1. By clicking on the checkbox next to other professionals' names, this user will have full access to those professionals' client lists in addition to their own.                        
   

2. Default Rates 

The default rates set within the Professional Settings will be overridden on a client-by-client basis if Default Rates are set up within the client's Default Rates tab. 

1. The default rates set within the Professional Settings will be overridden on a client-by-client basis if Default Rates are set up within the client's Default Rates tab. This section allows admins to set the default rates for specific CPT codes for their professionals. If a default rate has been set for any CPT code, the service fee will auto-populate when the professional schedules an appointment with that CPT code selected.
   
2. This will still be editable within the appointment creation process. 
   

See the following guide for further instructions on Setting Up a Professional's Default Rates

1. Commissions 

This section is used for Payroll Reporting only. 

1. This section allows you to enter the commission rates for specific professionals based on the CPT codes billed for each session. 
   
2. The commission rates will be calculated in one of two ways -- Pay Rate or Pay Percentage
   
1. Pay Rate = A set amount paid for every session assigned to that CPT code regardless of what is charged or collected for the session
   
1. EXAMPLE: For every 90834 session, the professional is paid $100 -- even if the session was only charged for $50.
   
2. Pay Percentage = The professional will be paid a percentage of whatever amount for which the session is billed
   
1. EXAMPLE: For a 90834 session billed at a rate of $100, if 0.6 is entered as the percentage, then the professional will be paid $60; for a 90834 session billed at a rate of $200, if 0.6 is entered as the percentage, then the professional will be paid $120).

Only fill out ONE column for each CPT code (either Pay Rate or Pay Percentage)

For Non-Clinical Staff

1. User

ACTIVE	This is how you can inactivate the non-clinical staff member to revoke their access from your account.
First Name	Non-Clinical Staff Member's first name.
Last Name	Non-Clinical Staff Member's last name.
Delete User	This will delete the Non-Clinical Staff Member from your account permanently.

1. Settings & Permissions

1. Email Address: support@mbpractice.com (change)
   
1. Click on the blue "Change" button to change the email address associated with the non-clinical staff member's account.
   

Notify user when client messages arrive	When a client sends a message to this professional through the client portal, the professional will receive an email notifying them that a secure message has been sent. They can then check the message upon logging into their account.
User is a basic administrator	Making a non-clinical staff member a basic administrator will allow them permission to view all account settings and information for all professionals (including billing, payroll, and client lists). They will be unable to make changes to the settings, however.
User is a full administrator	Making a non-clinical staff member a full administrator will allow them permission to access and make changes to all of the account data.