Staff/Users

Staff/Users

Each staff must be entered into the system and assigned to a User Group. User Groups are usually created based on position type and control what the users in the group are able to view and edit in the system. Permissions determines the features in EchoVantage a UserGroup has access to. For example Front desk staff may be able to see services in the system but only clinicians would be able to access and view assessments. 

Before entering services or processing data, producing bills, or entering transactions, the Staff involved in accomplishing these tasks need to be setup. The four staff related configurations defined in this section are:

Staff

User Groups

Permissions

Staff Schedules

Client List Filters

 

Changed
Fri, 02/14/2020 - 14:21