Setting up staff members
Select Staff from the Tools Menu.
Select a staff member from the list
Add information as prompted.
The short name /code is used in reports and must be unique to each staff member. It can be a maximum of 6 characters.
Each staff member needs a unique user name to access My Practice.
Passwords are case sensitive. For additional security, we recommend at least 6 characters with a mix of letters and digits.
Staff must be marked active to access the system.