How to Add Staff and update profiles?
Managing your staff is just as important as managing the individuals under your care. We have a robust staffing feature to cover these needs. We have developed a series of quick videos on adding and updating staff profiles.
Click here to watch-How to add Staff
Click here to watch-How to update Basic Info
Click here to watch-How to update Assigned Individuals
Click here to watch-How to manage Staff Documents
Click here to watch-How to update the Driver information
Click here to watch-How to update Contact information
Click here to watch-How to add an eSignature
Click here to watch-How to use the Confidential tab
Click here to watch-How to use the Logs tab
There are two ways to add staff in iCM:
- Manual entry
- Automated imports
To add staff Manually:
- Login to the system
- Click on the staff icon from the left side bar if you have permissions. The icon looks like a person with a stethoscope around them.
- From the staff list page, click on the green Add Staff button.
- Add information in the popup that shows up. The popup is designed to help you quickly add staff with the most minimal information.
- Once the staff is added, click on their "View Profile" link to see the full profile. Here you will be able to add/modify rest of the information for that staff.
Some key points to remember:
- Any email address entered into the chart should be a facility based email. The iCM system is HIPAA compliant and email read through the system is safe and falls under the proper guidelines.
- A current photo of the employee is recommended. It is easy to take a photo from your smart phone and email it to your computer. Photos are easily uploaded by clicking the photo box on the employee chart.
- Encourage employees to change their password and write it down. Passwords should never be saved or shared to a work device. Smart password management is crucial to securing your system. Changing a password can be done from the employee chart.
- When employees are working in the system they should always log out before walking away. Leaving a device unattended in a logged in status can lead to a breech in data and security. By default the system will log you out after 10 minutes of no activity.
Automated imports
In addition to adding and keeping your staff updated manually, iCM can also integrate with other systems to import staff data and keep it updated. This type of integration is necessary when there is another system which acts as the system of record such as an HR (human resource) management system, or when an integration is required to simplify the workflow of our customer.
iCM has the ability to integrate using a variety of technologies including APIs / Message Buses, or File based data transfers.
To read more, please click on the links below.
- File based data imports
- API based data imports