How do I edit permissions of a staff member?
To edit a staff member's permissions click USERS, then click the STAFF tab. In the ACTIONS column click the blue text that reads "Options." A small window will appear with a list of options to choose from, click the Edit Permissions option.
A blue check mark next to each option indicates that the staff member will be granted that permission. To deny permission for certain options, simply click the check mark to remove it. Remember to click Save when you are finished.
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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 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 ...
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 ...
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 ...