How do I invite an staff member to join my Clinic?

To invite a staff member to join your clinic, click USERS then click the Staff tab. In the Staff section, click the blue text that reads "INVITE STAFF."

You will be prompted to enter your staff member's first name, last name, phone number, and their role.

1. Email address and Role are the only two feilds required to send the invitation.
   
2. Invited Staff members can enter their remaining details when they accept the invite.

Click the send button when finished. An email notification will be sent to the email address entered immediately after clicking the send button.

• Related Articles

• How do I resend an invite to a staff member?

  To resend an invitation to a staff member click USERS, then click the STAFF tab. In the ACTIONS column click the blue text that reads "Options." Click Resend.  Another small window will appear asking you to confirm; click RESEND. The invite will be ...

• How do I assign a license to a staff member?

  There are two ways to assign a license to your staff members: 1. When inviting a new Staff user To assign a license to a new staff member, check the box at the bottom of the INVITE STAFF screen that reads "Assign license".  This will automatically ...

• What does it mean when I assign a license to a staff member?

  When a license is assigned to a staff member, that staff member will have the ability to Host and conduct their own telehealth visits.

• How do I view another staff member's appointment calendar?

  To view another staff member's appointment calendar, click APPOINTMENTS. At the top of the appointment calendar, click the drop-down to filter which staff member's calendar you wish to view.

• How do I inactivate / deactivate a staff member?

  To inactivate / deactivate a staff member's HIPAA Video account, click USERS, then click the STAFF tab. In the ACTIONS column, click the OPTIONS button. A list of options will appear, click the Inactive option. A small confirmation window will ...