Add New Employee

New employees, including providers, are added within the Admin module.

Instructions

1. Access Admin > Employee/Roles > Employees.
2. Click the + icon. 
3. Complete all required fields, indicated with a red asterisk, within the Personal Details tab. Note: A photograph of the employee can be added using a webcam or by uploading a jpg, gif, or png formatted picture.
4. Access the Login Details tab. 
   • Username: The format for employee's username is specific to your practice. However, the username will be searched throughout the RevolutionEHR system to ensure there are no duplicates. 
   • Temporary Password and Confirm Temporary Password: Input the temporary password and type in again to confirm. The employee is required to change their password the first time they login using the temporary password.
   • Allow Emergency Access: If the box is checked, the employee is allowed to login to the system outside of the times indicated in the Login Restrictions.
   • Login Restrictions: This area allows the practice to restrict the employee's access to RevolutionEHR. e.g., If an employee works T-W-Th, 8a to 1p, their access can be restricted to only those hours. See Example
5. Access the User Roles tab. Check the appropriate user role(s).
6. Access Location Access. 
   1. In the Primary Location field, select the practice location from the dropdown menu.
   2. In the Accessible Locations section, check the box for each location the employee can access.
7. Access the Preferences tab. Default settings are setup, change as appropriate.
8. If the employee is a provider, access the Provider Details tab (if they are not a provider, skip this step).
   1. Check the box for "Employee is also a provider." 
   2. In the Provider Type field, select from the dropdown menu.
   3. Select a Display Color for the schedule.
   4. Description: Input the provider's bio information and credentials. This is an optional field. Notice there is a checkbox to indicate the bio and provider's photograph display within RevolutionPHR's customer portal.
   5. Refer to Provider Signature on Prescriptions for details on the Signature section.
   6. Complete all Provider ID's that are appropriate for this employee.
9. Access External System IDs. Update as appropriate to this employee.
10. Click 'Save.'