Credentials Tab

DESCRIPTION

Add the staff person’s licenses and Certifications under this tab.

 

Licenses and Certifications:

• Select the person’s license or certification by highlighting them in the drop down list.
• You may only select one at a time but several may be entered into the table.
• Enter the begin and end dates for each.
• Then CLICK ON the ADD button.
• The credential and the dates will display in a table.
• Repeat for other licenses and certifications

 

NOTE:

Do not forget to CLICK ON the ADD button after you enter the license information.

Click Here For Clinical Credentials for CMBHS Roles Licenses...

When all the information about credentials has been entered under all three (3) of the tabs,

1. CLICK ON the Save button and then on OK in the “Successfully Saved” message.

 

Credentials Tab field name/field descriptions are:

Licenses and their Begin and End Dates:

• Select (one) type of license and enter its begin and end dates

 

Certifications and their Begin and End Dates:

• Select (one) type of certificate and enter its begin and end dates

 

NOTE:

Credentials have drive access and control of Clinical Documents. All clinical roles should have associated licenses or certifications.

If staff can not access pages and functions they need, please review the credential that have been entered in their profile.

Adding Staff to a Established Provider

1. Click Staff Search to return to the search page and find another staff person.
2. Verify that the Provider-Location context is correct for the staff you will add. (If necessary Change Location before adding staff)
3. On the Main Menu, CLICK Administrative Actions
4. In the sub-menu CLICK Find/New Staff .
5. Before adding new staff, search for the staff person to avoid duplication.
6. Enter Search Criteria or click on the first letter of the user’s last name in the Alphabet bar to open the staff list for that letter.
7. Click Search.
8. If the Staff person is not registered at the desired location,
9. Click New Staff.
10. Follow the instructions for Adding Staff above at #3 Adding Staff when Registering a Provider.

NOTES:
All “Name” fields will return results that “contain” the letters you enter
You must enter complete Date of Birth (mm/dd/yyyy) or SSN, and results will include only exact matches
Click Staff Search to return to the search page to add another staff person when Udating Staff.

 

1. Verify that the Provider-Location context is correct for the staff you will add. (If necessary Change Location before adding staff)
2. On the Main Menu CLICK Administrative Actions
3. In the sub-menu click Find/New Staff
4. Enter Search Criteria or click on the first letter of the user’s last name in the Alphabet bar to open the staff list for that letter.
5. Click Search
6. Click on the row of the staff person in the Search Results grid to select him/her
7. Click Staff Detail to open the staff person’s record in read-only mode
8. Click Edit to open the record in read-write mode
9. Make changes to the record on any of the 3 tabs
10. Click Save.

NOTES:
Click Staff Search to return to the search page and find another staff person Resetting Staff Password.
See Updating Staff for instructions on opening the staff record.

 

 

 

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Managing User ID and Passwords