Setting Up Providers and Staff
The Biographical section of the Provider/Staff Data Entry window provides personal and contact information about a provider.
To add biographical information:
On the Biographical tab, in the ID field, type a system identification number.
In the name fields, type the employee’s personal information.
If the staff member is a provider of services, select Provider.
If the Provider checkbox is selected, the Provider Info tab is activated.
In the address and phone number fields, type the appropriate contact information.
In the Other Contact Information fields, type additional contact numbers.
In the Miscellaneous Information section, add the employee’s sex, birth date, marital status, and e-mail address in the fields provided, if known.
Click Ok.