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  1. Department number

    Adding a department number to staff profile - We see value in adding a place within the staff profile for a department number. And then being able to report off of the employee ID and this department number for revenue management.

    2 votes

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    0 comments  ·  Staff Management  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Preferred name for staff

    I think it would be FANTASTIC if there was a "preferred name" field for staff, much like there is for clients. Even better is if it would default to the preferred name for things like tickets, clinical/charting, etc.

    44 votes

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    3 comments  ·  Staff Management  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Staff Change Log

    We would like to see a Change Log feature in the Staff module, like the one in Clients' files, so we can see who made which updates to a staff's profile & when it occurred.

    2 votes

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    2 comments  ·  Staff Management  ·  Flag idea as inappropriate…  ·  Admin →

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  4. QUICK ADD FEATURE

    My staff and I are creating an employee handbook with step by step directions on how to use the quick add. Something that I noticed is that you can actually just type in the clients first name, and it will save them into the system. I am wondering if there's a way to make it mandatory to put the clients first, last mid initial and date of birth prior to the client being saved into the system. This would allow for way less systematic errors and clients being entered that are already in our system.

    2 votes

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    1 comment  ·  Staff Management  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Update to Staff permissions

    There is currently no way to limit staff to only these specific tabs (they MUST have the main Staff Tab) in the Staff Module and there is no breakout of permissions to view versus make changes in each tab – there is only the overall “Change” permission which of course would allow them to change the Staff Tab (including someone’s username, password, or Active status).

    My thoughts of possible enhancements:

    Add a specific permission to be able to make changes to the Staff Tab (versus view-only).

    Move the access control fields from Staff Tab to Role Tab (username, password, Active)…

    2 votes

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    0 comments  ·  Staff Management  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Supervisees

    It would be great if supervisors could run both a 1300 and 2030 for both themselves and their supervisee's. They can on the 1300, but to give them that permission on the 2030 they can then see everybody (which we don't want). From a supervision standpoint it would be great to have it for themselves and supervisee's. It would also be nice on those reports (and many) to be able to separate who the primary is vs. those of a supervisee's.

    1 vote

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