Update and Maintain Staff Credentials and Job Titles
A staff member's credential information can be maintained on a historical basis. So, as the person’s credentials change, the new information can be added while maintaining the historical information.
Note: This article does not cover billing credentials.
Identify and Update a Staff Member's Credentials
You can identify the staff member’s credentials and signature.
Menu path
Agency > Staff & Security > Staff Information > Staff Profiles with Security
- Navigate to the following path: Agency > Staff & Security > Staff Information > Staff Profiles with Security.
- In the toolbar, click Select Name. Search for and select a staff member.
- In the staff member details, select Edit Form in New Window.
- Under Credentials and Signature History, click the Click to Display Image link.
Note: When a service is signed, the Credentials, Job Title, and Signature that was valid at the time of service is applied. Licensure information, if entered on the Staff Information, is displayed.
- To update the credentials and signature, under Credentials and Signatures History, click the ellipses button and enter new credentials as appropriate.
Update Job Titles
Unlike staff credentials, job titles do not allow for maintenance of historical information. This means, that if the job title is changed, all e-signatures are updated as well.
Menu path:
Agency > Staff & Security > Staff Information > Staff Profiles with Security
- Navigate to the following path: Agency > Staff & Security > Staff Information > Staff Profiles with Security.
- In the toolbar, click Select Name. Search for and select a staff member.
- In the staff member details, select Edit Form in New Window.
- In the Credential Overwrite field, enter a different Job Title.
Note: This will not modify previously signed services.