Staff & Users
Changing Professional E-mail Addresses
Sometimes, you will want to change the e-mail address associated with a professional. Here is how you can do that. Go to Settings → Account Settings → Staff & Users. Click on your name in the Professionals table. Click Settings & Permissions. Locate ...
Basic User: How to Add a Signature on File
Step 1: Navigate to Settings - My Settings - General. Then, select your professional profile using the hyperlink professional name. Step 2: Scroll down and select the hyperlink for signature. Here you can create a signature or upload a photo of your ...
User Settings Within Staff & Users
First, choose the type of user: Standard User limited access (select additional professionals this user has access to) Basic Administrator have access to all data, but cannot make changes to account level settings. Full Administration have access to ...
Inactivating a Professional Profile
STEP 1 -- Delete ALL future appointments from the professional's calendar. Make sure to delete all individual appointments and recurring appointment series. To check that all future sessions have been successfully deleted, you can navigate to the ...
Adding Signature on File
Step 1: Navigate to Account Settings. Step 2: Go to Staff & Users tab and click on the professional's name. Step 3: You'll be directed to the Practice Settings, where you can fin the signature section at the bottom. Step 4: Add your signature by ...
Enabling Auto-Sign for Session Notes
Step 1: Navigate to Account Settings. Step 2: Go to Staff & Users tab and click on the professional's name. Step 3: You'll be directed to the Practice Settings, where you can fin the signature section at the bottom. Step 4: Add your signature by ...
Setting Up a Professional's Default Rates
Step 1: Navigate to the professional user's settings by clicking on their name in the Staff & Users list. Step 2: Click into the Default Rates tab on the left-hand side. Step 3: Select service(s) to add from the dropdown (you can select multiple ...
Configuring Staff & User Settings
FOR PROFESSIONAL STAFF MEMBERS Professionals ACTIVE Allows admin to inactivate professionals to revoke their access while preserving all system data. Color Assign a color to the clinician to color code the calendar when using the Professional view ...
Supervisory Features
In order to utilize the supervisory features, you must first have the correct supervisory relationship configured in the Account Settings. For instructions on how an administrator can do so, please see here: Creating Supervisory Relationships ...
Changing from One-Way to Two-Way Google Calendar Sync
STEP 1: Navigate to your Professional/User Settings under the Settings tab. Note: For account administrators, click on the "Staff & Users" tab to see the professional/user settings. STEP 2: Click on Active under the Calendar heading on the ...
Creating Supervisory Relationships
In order to utilize the Supervisee Review feature, you'll first need to enable supervision within your Practice Settings and set up the supervisory relationships within your Staff & Users settings. Navigate to the Practice Settings bucket within the ...
Inviting Additional Users
INVITING ADDITIONAL STAFF/USERS TO YOUR ACCOUNT STEP 1: Navigate to the “Staff & Users” tab within the Account Settings section. STEP 2: Select the appropriate tab for the type of staff member you’d like to add to your account. Professionals ...