Adding New Staff / Automatic Removing Inactive Staff
- Bill Eastgate (Unlicensed)
Adding new staff
Staff are found under Setting → Setup Wizard → Staff
A new staff member is automatically recognized by Profit Diagnostix (PD). They will be set to Auto. The name you have set up in your Practice management system
Auto includes staff members who have invoiced something in the last three months.
Nurses and invoicing Practice managers
This usually will be a receptionist, nurse or manager who does minor procedures or OTC sales. Auto
Veterinarian
When a new vet raises an adequate number of invoices in the last 30 days with line items such as primary consult/vaccination, the system will change their status from Auto to Primary. ( conversion products )
Manager
Is a practice manager who doesn’t raise invoices but wishes to receive the shared reports from the various dashboards. They can input an email address and not become inactive.
Inactive Staff/Removal
An Auto staff member who hasn’t raised an invoice in the last 3 months will become inactive and disappear from the staff wizard.
A Veterinarian will remain visible in the staff set up wizard for 6 months. After which they will automatically become inactive.
You can show inactive staff by clicking the check box “show Inactive staff/group”.