Manage Employees in ElderSuite :

The ability to Manage Employees (add, edit & delete) is accessed via the Provider Center.

Step 1

Display the Provider Center by clicking the Provider Center button on ElderSuite's Navigation Bar as pointed out in the image below.

Step 2

When the Provider Center is displayed, using your mouse click the Manage Employees button located in the Provider Center and pointed out in the image below.

Step 3

The Employees List will be displayed showing all Active employees as displayed in the image below. To show All employees change the View by selecting All in the View Drop Down List. To Add a new employee click the Add New Button. To Edit an Employee first select the desired employee from the Employee List and then click the Edit Button.

Step 4

Once the Employee Information window is displayed you can edit the employee information as necessary. You will notice that the Employee Information window contains 3 separate tabs categorizing the employee information. Those tabs are Contact Information, Documents, and Manage Permissions. The Employee Information window is shown below. After making changes to the Employee Information window you can click the Save & Close button to save changes and close the screen.

Contact Information

The Contact Information tab is where the contact information is stored for the current employee.

Documents

The Documents tab is shows a list of any Documents that have been scanned or uploaded for the current employee. To Manage Employee Documents you can click the Manage Documents button at the top of the Employee Information window. For additional information on how to manage employee documents see: Managing Employee Documents.

Manage Permissions

The Manage Permissions tab is where you can setting ElderSuite Access Permissions for the current employee. After accessing the Manage Permissions tab, users will be presented with 7 corresponding tabs on the left-hand side of window: User Login Info, Provider Center, Client Center, Nursing Center, Nutrition Center, Claims Center, and Report Center. The User Login Info tab is used to assign the current employee a User Name and Password.

Each of the remaining tabs can be selected and permissions set for the current employee. In the example below the Client Center tab has been selected. Any checked items will grant the current employee permission to the specified areas once the current employee has signed into ElderSuite. Any items left unchecked will prevent the current employee from accessing those areas once the current employee has signed into ElderSuite.