Manage Staff Members: Assign a Role to a Staff Member
Click the Contacts tab that is located in the My Apps panel. By default, the contacts list for the user who is logged in will be selected and displayed.
To see the clinics contacts:
- Click the drop down arrow next to the name displayed in the top right corner.
- Select the organization.
Locate the staff member in your contacts list and click on the staff members name to open the details screen.
Click on the blue highlighted words after "with a role of."
From the drop down menu, choose the correct role for this staff member (choose from Clinician, Nurse, Front Office or Administration).