CaseRM

Practice Management System for Medical & Healthcare Practice

  1. Home
  2. Knowledge Base
  3. Organization and Team
  4. Team Management

Team Management

This is the central hub for managing your team across all branch locations of your organization. Here, you can not only manage your team but also control system access for each team member.

Create team member

  1. Go to the Team module.
  2. Click Add team member.
  3. Select the team member type.
    Note: Team member types determine how the person is categorized in the Accounting module.
    – Employees are recorded as Employees.
    – Subcontractors and Volunteers are recorded as Suppliers.
  4. Enter the team member’s information, then click Save.

Edit team member

  1. Go to the Team module.
  2. Select a team member.
  3. At the top-right, click Edit team member.
  4. Make changes to the team member’s information, then click Save.

Delete team member

Tip!
Only inactive team members can be deleted. If a team member is active, you must deactivate them first.

Note: Deleting a team member does not remove their corresponding record from the Accounting module.

  1. Go to the Team module.
  2. From the filter drop-down, select All to display both active and inactive team members.
  3. Select an inactive team member.
  4. At the top-right, click Delete team member.
  5. Confirm by clicking Delete in the prompt.

Attach files to team member profile

  1. Go to the Team module.
  2. Select a team member.
  3. Navigate to the Files tab.
  4. Click Add files, then either:
    – Drag and drop files into the dashed area, or
    – Click Browse to locate and select files.

Note: To delete a file, use the Options button. This button also allows you to view and download files.

Tip!
Only supported file types, such as PDFs and images, can be previewed within the system. Other file types must be downloaded and opened using applications installed on your device.

Grant and Manage Team Member Access

Grant Access

  1. Go to the Team module.
  2. Select a team member.
  3. Navigate to the System access tab.
  4. Click Add user, then either:
    – Enter an email address and select a user role, or
    – Toggle the Add existing user, then select a user from the drop-down.
  5. Click Save.

Change user role

Managers can change roles for Providers and Office Admins but cannot change roles for themselves or other managers.

Directors, however, can change roles for any user except themselves and other Directors.

  1. Go to the Team module.
  2. Select a team member.
  3. Navigate to the System access tab, then click Edit role.
  4. Re-select role, then click Save.

Reset user password

  1. Go to the Team module.
  2. Select a team member.
  3. Navigate to the System access tab, then, next to the user’s email address, click Reset password.
  4. Enter a new password, then click Reset.

Note: To notify the user about their new password via email, ensure the “Send the new user updated password” box is checked.

Suspend and Reactivate user

  1. Go to the Team module.
  2. Select a team member.
  3. Navigate to the System access tab, then click Suspend user.
  4. To reactivate, click Reactivate user.

Deactivate and reactivate team member

  1. Go to the Team module.
  2. Select an active team member.
  3. Click the Active toggle Off to deactivate.
  4. Click the toggle On to reactivate.
Was this article helpful?
Yes No

Related Articles

Need Support?

Can't find the answer you're looking for?
Contact Support