Staff accounts have the following capabilities, which can be customized based on practice needs:
- Full access to DrChrono
- Scheduling, charting, patient information, settings, profiles, and reporting
- Signing or locking clinical notes and submitting electronic prescriptions. Staff members perform these tasks on behalf of the provider to which they are assigned. Staff members cannot sign or lock clinical notes or e-prescribe using their names.
- Billing information, access to all business intelligence tools, and submitting claims
Requirements
To create staff accounts, you must enable the Manage Accounts permission on the Roles & Permissions page (Account > Practice Management > General Management > Roles & Permissions).
Create a staff member account
Non-invoiced and Asclepius plan users can add three staff member accounts.
- Select Account > Practice Management > General Management > Staff.
- Select Add Staff to open the Staff Information drawer.
- Complete the staff information fields.
- Enter the first and last name.
- Select the primary provider this staff member is assigned to.
- Select a role.
- (Optional) Select a care team role (populates the staff providers in the patient chart within the Demographics section under Care Team).
- (Optional) Enter the care team identifier - provider NPI or NCSBN ID.
- Enter a username, email address, and password.
- (Optional) Enter cell and home phone numbers.
Each unique username must be associated with a unique email address. Duplicate emails can't be used for login credentials.
- Enter or turn on the staff settings.
- Enter a four-digit DrChrono App Unlock PIN (used to access the DrChrono EHR app after a period of inactivity).
- (Optional) Enable email update is turned on by default, and allows staff members to update their email address.
- (Optional) Turn the Restrict Offices setting on to restrict a staff member to specific offices. Search and select the offices from the Office menu.
- (Optional) Turn the Send daily billing report setting on to allow staff members to receive a daily billing report by email.
- Select Add Staff.
An activation email is sent to the staff member's email address. The staff member will appear as pending until they activate their account using the email activation link. The activation link is only valid for 72 hours.
- Have your staff member select the activation link to log in to their new account using the username and password you created for them.
Once the staff member logs into their new account, they move from the pending staff list to the active staff list.
Staff statuses
- Active: Active staff accounts
- Pending: Staff accounts that are pending email verification. To resend the email with the activation link, select Resend. To cancel staff verification, select Cancel and then select Cancel Verification to confirm. The staff member moves to the inactive list.
- Inactive: Staff who have been deactivated. To reactivate their account, select Reactivate.