Creating a new nonclinical employee client card
Open the client card window.
Enter the first and last name of the person being added, note
the first and last name are a shade of pink, this means they are required
fields.
As this is an employee card not a patient card, filling in all the information is not critical.
For address and phone number use the clinic location and phone number.
Change the Gender based on employee.
Click save in the top right corner of the client card.
Click on the Employee tab to start assigning
permissions. Once completed, click save.
User section
Emp Id – Name of the employee, this is the username of the employee for logging into Healthquest.
HQ User – Allows this employee to login to Healthquest.
System Administrator - Ability to add/remove permissions for HQ users, clinic wide program setup options can be modified.
Security - Not applicable for most clinics.
Job Class - Set the employee as part of a group, such as receptionist, billing, referrals, doctor.
Default Prac - Assign a default practitioner to a staff client card, when creating new chart notes, etc., it will select that practitioner automatically.
Start Date – This will default to the date you create the new client card.
End Date – Fill this out if the employee no longer works in the clinic.
S.I.N - Not applicable for most clinics.
End Reason - The reason why the employee was end dated, such as resigned.
Assign Access Based on Role - Select the role to select standard permissions for that role.
Email Password - Not applicable for most clinics.
Copy Program Setup Settings - Ability to mirror the settings of an existing employee.
Click here to review each of the permissions.