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Team Managment
Guides to help you manage your team, set user permissions and manage pay periods.
- Multiple Practitioners
- What is the Difference Between an Assistant Account and a Practitioner Account?
- Team Calendar
- Difference Between Account Type and Role
- Finding Available Times in the Team Calendar
- Working with Pay Periods
- How to Update Staff Names and Emails
- Managing Staff Accounts Using the Yellow Switcher
- Fax Permissions
- Permissions Explained
- Note Permissions
- Diagnosis Permissions
- Claims Permissions
- Appointment Permissions
- Special Permissions
- Client Permissions
- Permission FAQs
- Messaging Permissions
- Client Form Permissions
- Form Template Permissions