Staff Maintenance
Use Staff Maintenance to maintain name and address information for the people who work in your practice. This includes providers, nurses, technicians and administrative personnel. Once a person is created as a staff member, you can assign them To-Dos, such as, referrals, recalls and printing patient letters.
Notes:
Use this
maintenance to add staff members to the EPM Value List to display in EPM
drop-down lists when appropriate. To
add a Staff member to the EPM Value List, click Add
Value List Item .
For more information about working with data in fields, see Data Entry Guidelines.
Directions:
To see directions for...
Opening Staff Maintenance, click More.
1. Click File Maintenance from the Menu Bar.
2. Click Standard Maintenance.
3. Click
Staff.
Tip: Or,
use the keyboard
shortcut: [ALT]
[m] [t] [s].
Staff Maintenance Window Example:
Creating a New Staff Record, click More.
To create a new record choose one of these methods:
Enter
the new Staff ID
and click Retrieve ,
or press [ENTER].
Keyboard shortcut: [ALT
+ t]
Or,
enter the new Staff ID
and click File from the Menu
Bar; next click New.
Keyboard shortcut: [ALT]
[f] [n]
Tip: To
indicate that you are building a new Staff record, New displays near the Staff ID. Default
entries display and the first field is highlighted
to let you know you can begin entering information.
Staff Maintenance Prompts Tip: To see more information about a field, click the hyperlink for the field name. | |
Enter the unique identifier to assign to the person. (up to 20 characters) | |
|
To update the new or changed information, click Save or press [ENTER]. Keyboard shortcut: [ALT + s] |
To avoid losing data, you must save new or changed records. | |
|
To view all of the existing Staff records, click Search. From the Search list you can select the record to change or delete. Keyboard shortcut: [ALT + r] |
|
To display an existing Staff record, enter the Staff ID and click Retrieve, or press [ENTER]. Keyboard shortcut: [ALT + t] |
Enter the first name of the staff member. (up to 40 characters) | |
Enter the middle initial for the staff member. (2 characters) | |
Enter the last name for the staff member. (up to 60 characters) | |
Enter a mnemonic spelling to aid in remembering the name or its pronunciation, if applicable. (up to 10 characters) | |
Enter the fist line of the mailing address for the staff member. (up to 50 characters) | |
Enter the second line of the mailing address for the staff member, if applicable. (up to 50 characters) | |
Enter the city or town name for the mailing address for the staff member. (up to 20 characters) | |
Enter the 2 character U. S. Postal Service state code for the mailing address for the staff member. (2 characters) | |
Enter the Zip Code associated with the mailing address for the staff member. (up to 10 characters) | |
Enter the staff member's date of birth. (mmddccyy, slashes and century optional) | |
To identify the staff member's gender, click a choice in the drop-down list. | |
Enter the staff member's marital status, if applicable. (1 character) | |
Enter the staff member's social security number. (xxx-xx-xxxx) | |
Employer | |
Enter the employer name. (up to 20 characters) | |
Enter the mailing address for the employer. (up to 50 characters) | |
Enter the city portion of the mailing address for the employer. (up to 20 characters) | |
Enter the Postal Service state code portion of the mailing address for the employer. (2 characters) | |
Enter the Zip Code associated with the mailing address for the employer. (11 characters) | |
Enter the phone number for the employer. (xxx-xxx-xxxx) | |
Enter the extension associated with the employer phone number, if applicable. (4 characters) | |
Comments | |
Enter the first line of the comments for the staff member. (up to 50 characters) | |
Enter the second line of the comments for the staff member, if applicable. (up to 50 characters) | |
Enter the third line of the comments for the staff member, if applicable. (up to 50 characters) |
Editing an Existing Staff Record, click More.
CAUTION: To
avoid losing data, you must save new or changed records.
1. To
display the record to be changed, enter the Staff ID
and click Retrieve ,
or press [ENTER].
Keyboard shortcut: [ALT
+ t]
Tip: If
you do not know the Staff ID, you can click Search to see a list of Staff records.
2. To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.
3. Enter the data changes.
4. To
complete the edit process, click Save , or press [ENTER].
Keyboard shortcut: [ALT
+ s]
Deleting an Existing Staff Record, click More.
1. To
display the record to be deleted, enter the Staff ID
and click Retrieve ,
or press [ENTER].
Keyboard shortcut: [ALT
+ t]
Tip: If
you do not know the Staff ID, you can click Search to see a list of Staff records.
2. Click
File from the Menu
Bar, and next click Delete.
Keyboard shortcut: [ALT]
[f] [d]
3. At the Delete Records prompt, click Proceed to delete the record, or click Cancel to escape from the delete routine.
Example:
Note: After
you click Proceed, you will see
the following message on the Status Bar.