Every employee in your practice should be set up as an employee in PracticeWorks. This enables you to track the production of your clinical staff, utilize the security and auditing system for your administrative staff, and use the time card system.
To display the Employee List, select Lists > Employees. The Employee List window is displayed.
The Employee List includes the following buttons:
Before setting up employees, you must do the following:
Determine the appropriate attributes for each employee and the security level at which each employee can operate within the system. See Adding an Employee, (Step 9 : Assigning Employee Attributes) and Setting Security Levels for an Employee.
Obtain authorization from a support representative. After you have determined how each employee will be set up in the system, contact Technical Support or your trainer, who can verify your decisions and walk you through the first setup.
Entering an Employee's Scheduling Goals
Setting Up Employee Banking Information