Staff details extracted from your Practice Management System

View the staff pulled from your software system, merge names together and create their dashboards.

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Adding New Staff / Automatic Removing Inactive Staff

1. Automatic staff creation
   Staff are automatically added from your practise management system with a role of Auto. Only staff members who have invoiced something in the last 3 months are added.
   
   

2. Primary Staff members
   The system automatically checks whether staff should be upgraded from Auto to Primary. This is done whenever an adequate amount of conversion products are invoiced in the previous 30 days.
   
   

3. Activating and deactivating members
   The system automatically checks whether staff be deactivated and set to Inactive. This is done whenever a user has not invoiced anything for the last 3 months.
   A staff member needs to be left active in the system for three months to account for long service leave.

   Similarly the system checks whether any inactive staff need to be reactivated (such as if a staff member went on leave and returns). Any deactivated users who have invoiced something in the last 3 months are set to Auto or Primary depending on the previous rules.
   
   

4. Modifying staff roles
   You are free to change a user's role, however if the Staff Role Rules above are met, then the role will be changed the next time the above rules are automatically evaluated. If you change the user to Support, the system cannot change this even if the above rules are met.

Staff Roles

1. Primary
   An active main user. Primary users automatically get customized dashboards created for them.

2. Support
   An active user in a support role

3. Manager Role
   An administrative user who is not part of the staff and is not invoicing any products but wants to receive reports.

4. Auto
   An active user similar to a Support role, but will automatically be upgraded to Primary if conversion products are invoiced in the previous 30 days.

5. Inactive
   Does not work for the business anymore.
   
   

Merging Staff

This occurs where a user has multiple login names in your practice management system and you need to treat these as a single user. Another scenario where you end up with multiple staff names is when the login name gets changed. Then the invoices raised before the name change will still be assigned to the old name while the new invoices are under the new name.
Common cases are e.g. “user”, “User”, “USER”, “Dr. User”, …

In the following example “User 63d91” has changed to “User f0faa”.
User name “User 63d91” has been used for a while so the staff group has been set to “Primary” role already. It makes sense to add the new username to this staff group.

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1. First you need to delete the staff group of “User f0faa” by clicking on the waste bucket icon.

2. Then click on the pencil icon to edit the staff group “User 63d91”

3. Now select “User f0faa” in the “Available Staff” box and move it to the “Staff Members” box by clicking the arrow button.
   You can also change the name of the staff group to the new username (or any other name) if necessary.
   If you want to be able to send scheduled dashboard reports to this user you have to enter an email address as well.
   Press “Save” to persist your changes.
   
   

4. Profit Diagnostix will update any staff performance dashboards for this user group automatically (if the role is “Primary” within 1 or 2 days but you can trigger the update immediately by clicking the “Update staff/Groups and User Performance Scenarios” button.

    

5. If going to view a report after this change you will need to refresh your report.

Troubleshooting

• The new username/login name is not appearing in the staff group list nor in the available staff box when editing a staff group:
  To be recognized by Profit Diagnostix a user needs to raise at least one invoice and our connector has to pull data from your system which happens usually once a day.

• The new username/login name appears as a staff group but is not in the available staff box when editing a staff group:
  An username can only be assigned to a single staff group. Find the particular username in the staff group list and either delete the staff group or edit the staff group and move the username from the “Staff Members” bos to the “Available Staff” box. Press “Save” to persist your changes.
  Now the username can get assigned to any other staff group.

• The staff performance dashboards for are not available or still not containing the new assigned user even after clicking the “Update staff/Groups and User Performance Scenarios” button:
  The update process is running in the background and might take up to 15 min depending on the server load.
  
  

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