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Adding New Staff Member/ Employee

Adding New Staff Member/Employee

 

 

 

1. Add New Staff as User (this is needed to log into VitaLogics)

Back to Admin

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Users

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Select Add

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Enter all info and Save

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While new user is selected, click privileges tab

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Lastly, Double click the boxes for privileges the user should have

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*Follow to step 2 if the user will be adding charges to patients appointments

2. Add CPT buttons if New Staff member needs to add charges to patients appointments

Back to Admin

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CPT Codes 

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Select Copy Button Structure

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Select Who HAS the buttons on the Left and who the buttons are going TO on the Right and SAVE

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3. Add ICD buttons if New Staff needs them to add diagnosis codes to patient appointments

Back to Admin

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ICD Codes Button

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Copy Button Structure

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Select Who HAS the buttons on the Left and who the buttons are going TO on the Right and SAVE


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4. To copy a MACRO template from one user to another in VitaLogics follow these steps:

 

Step 1) While logged into VitaLogics, with a user that has the correct Soap Notes, click on the GREEN CIRCLE in the bottom left of the Macro screen

  

Step 2) Then select "Export Template to File" and Save the template to your desktop

Step 3) Once the template is saved, you will need to log out of that Username in VitaLogics and log back in to VitaLogics, under the Username that you want to upload the template to.

 

 

Step 4) Open any completed visit and again, click the GREEN CIRCLE in the bottom left of the MACRO screen (same as Step 1)

Step 5) this time, select "Import Template from File". Select the template from its saved location on your desktop and select Open.

 

You will need to follow these steps for all users that you would like to have that same MACRO template.

 

You are All Set!!

 

 

 

 

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