Staff Maintenance

Use Staff Maintenance to maintain name and address information for the people who work in your practice.  This includes providers, nurses, technicians and administrative personnel.  Once a person is created as a staff member, you can assign them To-Dos, such as, referrals, recalls and printing patient letters.

Notes:  

• Use this maintenance to add staff members to the EPM Value List to display in EPM drop-down lists when appropriate.  To add a Staff member to the EPM Value List, click Add Value List Item .

• For more information about working with data in fields, see Data Entry Guidelines.

Directions:

To see directions for...

• Opening Staff Maintenance, click More.

   

  1.  Click File Maintenance from the Menu Bar.

  2.  Click Standard Maintenance.

  3.  Click Staff.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [m] [t] [s].

   

  Staff Maintenance Window Example:

  

   

• Creating a New Staff Record, click More.

   

  To create a new record choose one of these methods:

  • Enter the new Staff ID and click Retrieve , or press [ENTER].
    Keyboard shortcut:  [ALT + t]

  • Or, enter the new Staff ID and click File from the Menu Bar; next click New.
    Keyboard shortcut:  [ALT] [f] [n]

  Tip:  To indicate that you are building a new Staff record, New  displays near the Staff ID.  Default entries display and the first field is highlighted to let you know you can begin entering information.

   

  Staff Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Staff ID	Enter the unique identifier to assign to the person. (up to 20 characters)
  	To update the new or changed information, click Save or press [ENTER]. Keyboard shortcut:  [ALT + s]
  	CAUTION To avoid losing data, you must save new or changed records.
  	To view all of the existing Staff records, click Search.  From the Search list you can select the record to change or delete. Keyboard shortcut: [ALT + r]
  	To display an existing Staff record, enter the Staff ID and click Retrieve, or press [ENTER]. Keyboard shortcut: [ALT + t]
  First Name	Enter the first name of the staff member. (up to 40 characters)
  Middle	Enter the middle initial for the staff member. (2 characters)
  Last Name	Enter the last name for the staff member. (up to 60 characters)
  Mnemonic	Enter a mnemonic spelling to aid in remembering the name or its pronunciation, if applicable. (up to 10 characters)
  Address Line 1	Enter the fist line of the mailing address for the staff member. (up to 50 characters)
  Address Line 2	Enter the second line of the mailing address for the staff member, if applicable. (up to 50 characters)
  City	Enter the city or town name for the mailing address for the staff member. (up to 20 characters)
  State	Enter the 2 character U. S. Postal Service state code for the mailing address for the staff member. (2 characters)
  Zip	Enter the Zip Code associated with the mailing address for the staff member. (up to 10 characters)
  DOB	Enter the staff member's date of birth. (mmddccyy, slashes and century optional)
  Sex	To identify the staff member's gender, click a choice in the drop-down list.
  Marital	Enter the staff member's marital status, if applicable. (1 character)
  SS	Enter the staff member's social security number. (xxx-xx-xxxx)
  Employer
  Name	Enter the employer name. (up to 20 characters)
  Address	Enter the mailing address for the employer. (up to 50 characters)
  City	Enter the city portion of the mailing address for the employer. (up to 20 characters)
  State	Enter the Postal Service state code portion of the mailing address for the employer. (2 characters)
  Zip	Enter the Zip Code associated with the mailing address for the employer. (11 characters)
  Phone	Enter the phone number for the employer. (xxx-xxx-xxxx)
  Ext	Enter the extension associated with the employer phone number, if applicable. (4 characters)
  Comments
  Line 1	Enter the first line of the comments for the staff member. (up to 50 characters)
  Line 2	Enter the second line of the comments for the staff member, if applicable. (up to 50 characters)
  Line 3	Enter the third line of the comments for the staff member, if applicable. (up to 50 characters)

   

• Editing an Existing Staff Record, click More.

   

  CAUTION:  To avoid losing data, you must save new or changed records.

  1.  To display the record to be changed, enter the Staff ID and click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]
  
  Tip:  If you do not know the Staff ID, you can click Search  to see a list of Staff records.

  2.  To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3.  Enter the data changes.

  4.  To complete the edit process, click Save , or press [ENTER].
  Keyboard shortcut:  [ALT + s]

   

• Deleting an Existing Staff Record, click More.

   

  1.  To display the record to be deleted, enter the Staff ID and click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]
  Tip:  If you do not know the Staff ID, you can click Search  to see a list of Staff records.

  2.  Click File from the Menu Bar, and next click Delete.
  Keyboard shortcut:  [ALT] [f] [d]

  3.  At the Delete Records prompt, click Proceed to delete the record, or click Cancel to escape from the delete routine.

  Example:

  

   

  Note: After you click Proceed, you will see the following message on the Status Bar.