Create New Employee and Edit Employee Information (AccuPoint Legacy)

Create New Employee
Edit Employee Information
Important Fields

Create New Employee

1. From the Dashboard, select Employee from the Client/Employee/Doctor dropdown menu. 
2. Select Add Employee from the Select a Transaction dropdown.
3. Click the Enter button. The New Employee modal opens.
4. Enter the new employee information.
   
   • Recommended Username format: First letter of first name + Last name  Your company name (Ex. For Jane Doe => JDoeAccuPoint)
   • The password must be at least 8 characters long and include 1 capital letter, 1 number, a special character
     
     
     
     
5. Click the OK button at the bottom of the modal. 
   
   

Edit Employee Information

1. From the Dashboard, select Employee from the Client/Employee/Doctor dropdown menu. 
2. Select Edit Information from the Select a Transaction dropdown.
3. Select the Employee’s name.
4. Click the Enter button.
   
5. Make any needed changes and click Save button at the bottom of the modal.
   
   
   

Important Fields

1. Allowed Services are the billable and non-billable services that the employee complies to perform, schedule and bill to insurance.
   • To add a service, select the service from the left-hand selection box and click the add button.
   • To remove an allowed service, select the allowed service from the right-hand selection box and click remove.
2. “Active” checkbox is to determine if the employee is performing services for your company
   
   
   
3. NPI Number - the employee’s NPI number if applicable.
4. Flag Employee checkbox - if an employee is flagged all sessions will go into an audit status.